Skip to content
Disclosery

ASSETMARK, INC: PTC position timeline

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

ASSETMARK, INC held 22,207 PTC 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 22,207 shares
    Change vs previous 13F +21,510 shares

    <0.01% of the 13F portfolio, value $2,522,937.

    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 697 shares
    Change vs previous 13F +429 shares

    <0.01% of the 13F portfolio, value $99,316.

    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 ended2025-06-30
    13F 268 shares
    Change vs previous 13F +207 shares

    <0.01% of the 13F portfolio, value $46,187.

    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).

  4. period ended2025-03-31
    13F 61 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $9,452.

    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).

  5. period ended2024-12-31
    13F 333 shares
    Change vs previous 13F +297 shares

    <0.01% of the 13F portfolio, value $61,229.

    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).

  6. period ended2024-09-30
    13F 36 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,504.

    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).