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Disclosery

ASSETMARK, INC: QUAL position timeline

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

ASSETMARK, INC held 25,731 QUAL 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 25,731 shares
    Change vs previous 13F -27,800 shares

    0.01% of the 13F portfolio, value $5,646,089.

    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 53,531 shares
    Change vs previous 13F -756 shares

    0.02% of the 13F portfolio, value $10,267,798.

    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 54,287 shares
    Change vs previous 13F -21,157 shares

    0.02% of the 13F portfolio, value $10,782,520.

    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 75,444 shares
    Change vs previous 13F -17,198 shares

    0.03% of the 13F portfolio, value $14,673,763.

    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 92,642 shares
    Change vs previous 13F +7,775 shares

    0.04% of the 13F portfolio, value $16,936,860.

    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 84,867 shares
    Change vs previous 13F +19,709 shares

    0.04% of the 13F portfolio, value $14,502,993.

    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 65,158 shares
    Change vs previous 13F +20,466 shares

    0.03% of the 13F portfolio, value $11,603,321.

    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 44,692 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,013,276.

    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).