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Disclosery

ASSETMARK, INC: SO position timeline

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

ASSETMARK, INC held 27,639 SO 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 27,639 shares
    Change vs previous 13F +2,466 shares

    <0.01% of the 13F portfolio, value $2,645,287.

    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 25,173 shares
    Change vs previous 13F +3,548 shares

    <0.01% of the 13F portfolio, value $2,429,694.

    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 21,625 shares
    Change vs previous 13F -1,083 shares

    <0.01% of the 13F portfolio, value $1,885,708.

    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 22,708 shares
    Change vs previous 13F +876 shares

    <0.01% of the 13F portfolio, value $2,152,022.

    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 21,832 shares
    Change vs previous 13F +3,040 shares

    <0.01% of the 13F portfolio, value $2,004,870.

    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 18,792 shares
    Change vs previous 13F +2,043 shares

    <0.01% of the 13F portfolio, value $1,727,886.

    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 16,749 shares
    Change vs previous 13F +1,910 shares

    <0.01% of the 13F portfolio, value $1,378,743.

    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 14,839 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,338,143.

    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).