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Disclosery

ASSETMARK, INC: SF position timeline

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

ASSETMARK, INC held 34,098 SF 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 34,098 shares
    Change vs previous 13F -1,682 shares

    <0.01% of the 13F portfolio, value $2,379,017.

    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 35,780 shares
    Change vs previous 13F +9,413 shares

    0.01% of the 13F portfolio, value $2,644,858.

    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 26,367 shares
    Change vs previous 13F -1,435 shares

    0.01% of the 13F portfolio, value $3,301,676.

    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 27,802 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $3,154,693.

    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 27,823 shares
    Change vs previous 13F -691 shares

    0.01% of the 13F portfolio, value $2,887,471.

    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 28,514 shares
    Change vs previous 13F +992 shares

    0.01% of the 13F portfolio, value $2,687,730.

    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 27,522 shares
    Change vs previous 13F +1,149 shares

    0.01% of the 13F portfolio, value $2,919,534.

    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 26,373 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,476,425.

    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).