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Disclosery

ASSETMARK, INC: REZI position timeline

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

ASSETMARK, INC held 179 REZI 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 179 shares
    Change vs previous 13F -77 shares

    <0.01% of the 13F portfolio, value $5,567.

    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 256 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $8,630.

    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 187 shares
    Change vs previous 13F -529 shares

    <0.01% of the 13F portfolio, value $6,567.

    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 716 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $30,917.

    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 630 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $13,898.

    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 588 shares
    Change vs previous 13F +128 shares

    <0.01% of the 13F portfolio, value $10,408.

    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 460 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $10,603.

    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 452 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,103.

    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).