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Disclosery

ASSETMARK, INC: PZA position timeline

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

ASSETMARK, INC held 539,236 PZA 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 539,236 shares
    Change vs previous 13F -755 shares

    0.02% of the 13F portfolio, value $12,682,833.

    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 539,991 shares
    Change vs previous 13F +183,528 shares

    0.03% of the 13F portfolio, value $12,409,000.

    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 356,463 shares
    Change vs previous 13F -719 shares

    0.02% of the 13F portfolio, value $8,266,385.

    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 357,182 shares
    Change vs previous 13F +15,511 shares

    0.02% of the 13F portfolio, value $8,247,334.

    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 341,671 shares
    Change vs previous 13F +2,341 shares

    0.02% of the 13F portfolio, value $7,650,014.

    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 339,330 shares
    Change vs previous 13F +26,170 shares

    0.02% of the 13F portfolio, value $7,818,163.

    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 313,160 shares
    Change vs previous 13F -4,683 shares

    0.02% of the 13F portfolio, value $7,393,708.

    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 317,843 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,675,908.

    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).