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Disclosery

ASSETMARK, INC: RIO position timeline

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

ASSETMARK, INC held 74,771 RIO 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 74,771 shares
    Change vs previous 13F +1,386 shares

    0.01% of the 13F portfolio, value $7,098,029.

    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 73,385 shares
    Change vs previous 13F +3,049 shares

    0.01% of the 13F portfolio, value $6,846,077.

    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 70,336 shares
    Change vs previous 13F +3,632 shares

    0.01% of the 13F portfolio, value $5,628,966.

    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 66,704 shares
    Change vs previous 13F -3,626 shares

    0.01% of the 13F portfolio, value $4,403,156.

    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 70,330 shares
    Change vs previous 13F +5,259 shares

    0.01% of the 13F portfolio, value $4,102,334.

    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 65,071 shares
    Change vs previous 13F +1,289 shares

    0.01% of the 13F portfolio, value $3,909,468.

    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 63,782 shares
    Change vs previous 13F +372 shares

    0.01% of the 13F portfolio, value $3,751,022.

    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 63,410 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,512,870.

    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).