Skip to content
Disclosery

ASSETMARK, INC: SPMO position timeline

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

ASSETMARK, INC held 35,682 SPMO 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 35,682 shares
    Change vs previous 13F -8,966 shares

    0.01% of the 13F portfolio, value $5,764,075.

    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 44,648 shares
    Change vs previous 13F +2,808 shares

    0.01% of the 13F portfolio, value $5,005,487.

    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 41,840 shares
    Change vs previous 13F +15,738 shares

    0.01% of the 13F portfolio, value $4,992,349.

    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 26,102 shares
    Change vs previous 13F -2,248 shares

    0.01% of the 13F portfolio, value $3,159,908.

    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 28,350 shares
    Change vs previous 13F +1,425 shares

    0.01% of the 13F portfolio, value $3,188,525.

    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 26,925 shares
    Change vs previous 13F +3,250 shares

    0.01% of the 13F portfolio, value $2,491,370.

    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 23,675 shares
    Change vs previous 13F +23,294 shares

    0.01% of the 13F portfolio, value $2,249,362.

    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 381 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $34,534.

    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).