Skip to content
Disclosery

ASSETMARK, INC: SPMD position timeline

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

ASSETMARK, INC held 457,527 SPMD 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 457,527 shares
    Change vs previous 13F +14,358 shares

    0.05% of the 13F portfolio, value $30,910,548.

    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 443,169 shares
    Change vs previous 13F +16,732 shares

    0.05% of the 13F portfolio, value $26,244,455.

    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 426,437 shares
    Change vs previous 13F -3,980 shares

    0.05% of the 13F portfolio, value $24,694,967.

    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 430,417 shares
    Change vs previous 13F -12,069 shares

    0.05% of the 13F portfolio, value $24,615,540.

    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 442,486 shares
    Change vs previous 13F +1,808 shares

    0.06% of the 13F portfolio, value $24,062,373.

    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 440,678 shares
    Change vs previous 13F +1,503 shares

    0.06% of the 13F portfolio, value $22,553,915.

    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 439,175 shares
    Change vs previous 13F -25,112 shares

    0.07% of the 13F portfolio, value $24,018,488.

    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 464,287 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $25,387,210.

    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).