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Disclosery

ASSETMARK, INC: SITC position timeline

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

ASSETMARK, INC held 16 SITC 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 16 shares
    Change vs previous 13F -759 shares

    <0.01% of the 13F portfolio, value $64.

    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 775 shares
    Change vs previous 13F -202,196 shares

    <0.01% of the 13F portfolio, value $4,185.

    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 202,971 shares
    Change vs previous 13F -44,624 shares

    <0.01% of the 13F portfolio, value $1,303,071.

    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 247,595 shares
    Change vs previous 13F +50,642 shares

    <0.01% of the 13F portfolio, value $2,230,831.

    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 196,953 shares
    Change vs previous 13F -24,679 shares

    0.01% of the 13F portfolio, value $2,227,538.

    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 221,632 shares
    Change vs previous 13F +131,927 shares

    0.01% of the 13F portfolio, value $2,845,755.

    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 89,705 shares
    Change vs previous 13F +66,529 shares

    <0.01% of the 13F portfolio, value $1,371,589.

    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 23,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,402,148.

    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).