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Disclosery

ASSETMARK, INC: SBAC position timeline

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

ASSETMARK, INC held 608 SBAC 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 608 shares
    Change vs previous 13F +228 shares

    <0.01% of the 13F portfolio, value $107,304.

    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 380 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $65,417.

    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 350 shares
    Change vs previous 13F -700 shares

    <0.01% of the 13F portfolio, value $67,764.

    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 1,050 shares
    Change vs previous 13F -147 shares

    <0.01% of the 13F portfolio, value $203,081.

    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 1,197 shares
    Change vs previous 13F +480 shares

    <0.01% of the 13F portfolio, value $281,169.

    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 717 shares
    Change vs previous 13F +144 shares

    <0.01% of the 13F portfolio, value $157,754.

    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 573 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $116,777.

    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 426 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $102,538.

    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).