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Disclosery

ASSETMARK, INC: RS position timeline

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

ASSETMARK, INC held 31,090 RS 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 31,090 shares
    Change vs previous 13F +2,812 shares

    0.02% of the 13F portfolio, value $11,615,370.

    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 28,278 shares
    Change vs previous 13F +1,282 shares

    0.02% of the 13F portfolio, value $8,594,183.

    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 26,996 shares
    Change vs previous 13F -1,712 shares

    0.02% of the 13F portfolio, value $7,798,311.

    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 28,708 shares
    Change vs previous 13F +1,046 shares

    0.02% of the 13F portfolio, value $8,062,051.

    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 27,662 shares
    Change vs previous 13F -1,133 shares

    0.02% of the 13F portfolio, value $8,683,252.

    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 28,795 shares
    Change vs previous 13F +485 shares

    0.02% of the 13F portfolio, value $8,314,582.

    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 28,310 shares
    Change vs previous 13F +394 shares

    0.02% of the 13F portfolio, value $7,622,617.

    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 27,916 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,073,675.

    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).