Skip to content
Disclosery

ASSETMARK, INC: PTMC position timeline

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

ASSETMARK, INC held 3,199 PTMC 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 3,199 shares
    Change vs previous 13F +1,290 shares

    <0.01% of the 13F portfolio, value $133,814.

    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 1,909 shares
    Change vs previous 13F +144 shares

    <0.01% of the 13F portfolio, value $69,812.

    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 1,765 shares
    Change vs previous 13F -1,096 shares

    <0.01% of the 13F portfolio, value $62,958.

    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 2,861 shares
    Change vs previous 13F +1,055 shares

    <0.01% of the 13F portfolio, value $102,452.

    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 1,806 shares
    Change vs previous 13F +878 shares

    <0.01% of the 13F portfolio, value $62,993.

    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 928 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,109.

    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).