Skip to content
Disclosery

ASSETMARK, INC: SBS position timeline

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

ASSETMARK, INC held 6,072,960 SBS 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 6,072,960 shares
    Change vs previous 13F +4,981,091 shares

    0.06% of the 13F portfolio, value $35,101,709.

    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 1,091,869 shares
    Change vs previous 13F +106,469 shares

    0.07% of the 13F portfolio, value $33,312,908.

    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 985,400 shares
    Change vs previous 13F +36,240 shares

    0.05% of the 13F portfolio, value $23,501,784.

    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 949,160 shares
    Change vs previous 13F -13,782 shares

    0.05% of the 13F portfolio, value $23,624,599.

    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 962,942 shares
    Change vs previous 13F +235,962 shares

    0.05% of the 13F portfolio, value $21,155,846.

    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 726,980 shares
    Change vs previous 13F +8,821 shares

    0.04% of the 13F portfolio, value $12,983,861.

    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 718,159 shares
    Change vs previous 13F +28,728 shares

    0.03% of the 13F portfolio, value $10,291,225.

    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 689,431 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,403,187.

    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).