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Disclosery

ASSETMARK, INC: QTUM position timeline

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

ASSETMARK, INC held 227,603 QTUM 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 227,603 shares
    Change vs previous 13F +13,527 shares

    0.06% of the 13F portfolio, value $37,640,996.

    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 214,076 shares
    Change vs previous 13F +29,095 shares

    0.05% of the 13F portfolio, value $22,970,373.

    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 184,981 shares
    Change vs previous 13F +18,921 shares

    0.04% of the 13F portfolio, value $20,285,015.

    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 166,060 shares
    Change vs previous 13F +104,203 shares

    0.04% of the 13F portfolio, value $17,421,328.

    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 61,857 shares
    Change vs previous 13F +10,820 shares

    0.01% of the 13F portfolio, value $5,679,407.

    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 51,037 shares
    Change vs previous 13F +11,420 shares

    0.01% of the 13F portfolio, value $3,803,788.

    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 39,617 shares
    Change vs previous 13F +6,837 shares

    0.01% of the 13F portfolio, value $3,214,920.

    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 32,780 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,045,472.

    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).