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Disclosery

ASSETMARK, INC: REGN position timeline

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

ASSETMARK, INC held 12,594 REGN 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 12,594 shares
    Change vs previous 13F +278 shares

    0.01% of the 13F portfolio, value $7,852,813.

    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 12,316 shares
    Change vs previous 13F +1,036 shares

    0.02% of the 13F portfolio, value $9,515,769.

    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 11,280 shares
    Change vs previous 13F -9,539 shares

    0.02% of the 13F portfolio, value $8,706,626.

    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 20,819 shares
    Change vs previous 13F -106,802 shares

    0.03% of the 13F portfolio, value $11,705,921.

    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 127,621 shares
    Change vs previous 13F +23,988 shares

    0.16% of the 13F portfolio, value $67,000,822.

    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 103,633 shares
    Change vs previous 13F +2,658 shares

    0.18% of the 13F portfolio, value $65,726,917.

    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 100,975 shares
    Change vs previous 13F -3,005 shares

    0.2% of the 13F portfolio, value $71,927,415.

    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 103,980 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $109,307,778.

    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).