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Disclosery

ASSETMARK, INC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on PSX, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 6,812 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,812 shares
    Change vs previous 13F -1,177 shares

    <0.01% of the 13F portfolio, value $1,151,532.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,989 shares
    Change vs previous 13F +629 shares

    <0.01% of the 13F portfolio, value $1,455,435.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,360 shares
    Change vs previous 13F +4,069 shares

    <0.01% of the 13F portfolio, value $949,764.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,291 shares
    Change vs previous 13F +906 shares

    <0.01% of the 13F portfolio, value $447,652.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,385 shares
    Change vs previous 13F -688 shares

    <0.01% of the 13F portfolio, value $284,583.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,073 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $379,460.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,024 shares
    Change vs previous 13F +332 shares

    <0.01% of the 13F portfolio, value $344,571.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,692 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $353,863.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).