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Disclosery

ASSETMARK, INC: SPOT position timeline

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

ASSETMARK, INC held 20,048 SPOT 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 20,048 shares
    Change vs previous 13F -135 shares

    0.02% of the 13F portfolio, value $9,204,805.

    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 20,183 shares
    Change vs previous 13F -11,876 shares

    0.02% of the 13F portfolio, value $9,787,115.

    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 32,059 shares
    Change vs previous 13F +3,335 shares

    0.04% of the 13F portfolio, value $18,616,880.

    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 28,724 shares
    Change vs previous 13F +1,770 shares

    0.04% of the 13F portfolio, value $20,049,358.

    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 26,954 shares
    Change vs previous 13F -4,437 shares

    0.05% of the 13F portfolio, value $20,682,882.

    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 31,391 shares
    Change vs previous 13F +405 shares

    0.05% of the 13F portfolio, value $17,266,190.

    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 30,986 shares
    Change vs previous 13F +2,550 shares

    0.04% of the 13F portfolio, value $13,862,517.

    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 28,436 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,479,519.

    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).