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Disclosery

ASSETMARK, INC: REG position timeline

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

ASSETMARK, INC held 25,678 REG 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 25,678 shares
    Change vs previous 13F +1,191 shares

    <0.01% of the 13F portfolio, value $2,047,564.

    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 24,487 shares
    Change vs previous 13F +695 shares

    <0.01% of the 13F portfolio, value $1,852,686.

    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 23,792 shares
    Change vs previous 13F +1,834 shares

    <0.01% of the 13F portfolio, value $1,642,362.

    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 21,958 shares
    Change vs previous 13F +1,051 shares

    <0.01% of the 13F portfolio, value $1,600,738.

    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 20,907 shares
    Change vs previous 13F +1,136 shares

    <0.01% of the 13F portfolio, value $1,489,214.

    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 19,771 shares
    Change vs previous 13F +1,012 shares

    <0.01% of the 13F portfolio, value $1,458,309.

    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 18,759 shares
    Change vs previous 13F +431 shares

    <0.01% of the 13F portfolio, value $1,386,853.

    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 18,328 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,323,831.

    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).