Skip to content
Disclosery

ASSETMARK, INC: SMCI position timeline

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

ASSETMARK, INC held 1,075 SMCI 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 1,075 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $31,530.

    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 1,028 shares
    Change vs previous 13F -1,799 shares

    <0.01% of the 13F portfolio, value $23,406.

    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 2,827 shares
    Change vs previous 13F -1,701 shares

    <0.01% of the 13F portfolio, value $82,745.

    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 4,528 shares
    Change vs previous 13F -31 shares

    <0.01% of the 13F portfolio, value $217,087.

    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 4,559 shares
    Change vs previous 13F +1,908 shares

    <0.01% of the 13F portfolio, value $223,434.

    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 2,651 shares
    Change vs previous 13F -472 shares

    <0.01% of the 13F portfolio, value $90,769.

    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 3,123 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $95,189.

    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).