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Disclosery

ASSETMARK, INC: PWR position timeline

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

ASSETMARK, INC held 8,549 PWR 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 8,549 shares
    Change vs previous 13F +1,018 shares

    0.01% of the 13F portfolio, value $6,155,887.

    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 7,531 shares
    Change vs previous 13F +489 shares

    0.01% of the 13F portfolio, value $4,134,749.

    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 7,042 shares
    Change vs previous 13F +991 shares

    0.01% of the 13F portfolio, value $2,972,009.

    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 6,051 shares
    Change vs previous 13F +816 shares

    0.01% of the 13F portfolio, value $2,507,493.

    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 5,235 shares
    Change vs previous 13F +1,200 shares

    <0.01% of the 13F portfolio, value $1,979,098.

    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 4,035 shares
    Change vs previous 13F -2,613 shares

    <0.01% of the 13F portfolio, value $1,025,508.

    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 6,648 shares
    Change vs previous 13F +867 shares

    0.01% of the 13F portfolio, value $2,100,965.

    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 5,781 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,723,478.

    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).