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Disclosery

ASSETMARK, INC: SN position timeline

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

ASSETMARK, INC held 11,403 SN 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 11,403 shares
    Change vs previous 13F +3,490 shares

    <0.01% of the 13F portfolio, value $1,736,265.

    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 7,913 shares
    Change vs previous 13F +789 shares

    <0.01% of the 13F portfolio, value $837,938.

    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 7,124 shares
    Change vs previous 13F +438 shares

    <0.01% of the 13F portfolio, value $797,188.

    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 6,686 shares
    Change vs previous 13F +569 shares

    <0.01% of the 13F portfolio, value $689,661.

    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 6,117 shares
    Change vs previous 13F +404 shares

    <0.01% of the 13F portfolio, value $605,522.

    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 5,713 shares
    Change vs previous 13F +547 shares

    <0.01% of the 13F portfolio, value $476,521.

    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 5,166 shares
    Change vs previous 13F +316 shares

    <0.01% of the 13F portfolio, value $502,962.

    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 4,850 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $527,244.

    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).