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Disclosery

ASSETMARK, INC: RDY position timeline

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

ASSETMARK, INC held 29,640 RDY 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 29,640 shares
    Change vs previous 13F +8,495 shares

    <0.01% of the 13F portfolio, value $429,484.

    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 21,145 shares
    Change vs previous 13F +2,240 shares

    <0.01% of the 13F portfolio, value $292,858.

    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 18,905 shares
    Change vs previous 13F -932 shares

    <0.01% of the 13F portfolio, value $265,426.

    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 19,837 shares
    Change vs previous 13F +988 shares

    <0.01% of the 13F portfolio, value $277,321.

    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 18,849 shares
    Change vs previous 13F -182,748 shares

    <0.01% of the 13F portfolio, value $283,300.

    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 201,597 shares
    Change vs previous 13F -3,118 shares

    0.01% of the 13F portfolio, value $2,659,070.

    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 204,715 shares
    Change vs previous 13F +167,049 shares

    0.01% of the 13F portfolio, value $3,232,456.

    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 37,666 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,992,602.

    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).