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Disclosery

ASSETMARK, INC: RAAX position timeline

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

ASSETMARK, INC held 563,664 RAAX 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 563,664 shares
    Change vs previous 13F +156,909 shares

    0.04% of the 13F portfolio, value $22,360,564.

    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 406,755 shares
    Change vs previous 13F +46,108 shares

    0.03% of the 13F portfolio, value $16,559,010.

    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 360,647 shares
    Change vs previous 13F +359,627 shares

    0.03% of the 13F portfolio, value $12,597,411.

    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 1,020 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $35,149.

    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 1,020 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,671.

    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).