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Disclosery

ASSETMARK, INC: SPLB position timeline

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

ASSETMARK, INC held 502,849 SPLB 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 502,849 shares
    Change vs previous 13F -32,739 shares

    0.02% of the 13F portfolio, value $11,263,820.

    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 535,588 shares
    Change vs previous 13F +314,468 shares

    0.02% of the 13F portfolio, value $11,900,761.

    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 221,120 shares
    Change vs previous 13F +154,493 shares

    0.01% of the 13F portfolio, value $4,992,895.

    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 66,627 shares
    Change vs previous 13F -737,170 shares

    <0.01% of the 13F portfolio, value $1,540,416.

    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 803,797 shares
    Change vs previous 13F +133,162 shares

    0.04% of the 13F portfolio, value $18,141,694.

    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 670,635 shares
    Change vs previous 13F +625,937 shares

    0.04% of the 13F portfolio, value $15,136,242.

    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 44,698 shares
    Change vs previous 13F +1,287 shares

    <0.01% of the 13F portfolio, value $993,637.

    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 43,411 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,048,810.

    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).