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Disclosery

ASSETMARK, INC: PTEN position timeline

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

ASSETMARK, INC held 28,230 PTEN 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 28,230 shares
    Change vs previous 13F +4,433 shares

    <0.01% of the 13F portfolio, value $259,151.

    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 23,797 shares
    Change vs previous 13F +1,786 shares

    <0.01% of the 13F portfolio, value $257,722.

    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 22,011 shares
    Change vs previous 13F +13,084 shares

    <0.01% of the 13F portfolio, value $134,487.

    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 8,927 shares
    Change vs previous 13F +444 shares

    <0.01% of the 13F portfolio, value $46,242.

    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 8,483 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $50,304.

    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 8,492 shares
    Change vs previous 13F -1,655 shares

    <0.01% of the 13F portfolio, value $69,804.

    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 10,147 shares
    Change vs previous 13F -648 shares

    <0.01% of the 13F portfolio, value $83,814.

    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 10,795 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $82,582.

    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).