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Disclosery

ASSETMARK, INC: RWX position timeline

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

ASSETMARK, INC held 89,506 RWX 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 89,506 shares
    Change vs previous 13F -3,428 shares

    <0.01% of the 13F portfolio, value $2,417,557.

    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 92,934 shares
    Change vs previous 13F +2,568 shares

    0.01% of the 13F portfolio, value $2,473,903.

    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 90,366 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $2,530,248.

    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 90,348 shares
    Change vs previous 13F -245,162 shares

    0.01% of the 13F portfolio, value $2,512,578.

    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 335,510 shares
    Change vs previous 13F +235,038 shares

    0.02% of the 13F portfolio, value $9,192,981.

    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 100,472 shares
    Change vs previous 13F -5,616 shares

    0.01% of the 13F portfolio, value $2,459,555.

    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 106,088 shares
    Change vs previous 13F +1,773 shares

    0.01% of the 13F portfolio, value $2,444,268.

    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 104,315 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,875,965.

    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).