Skip to content
Disclosery

ASSETMARK, INC: SPSB position timeline

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

ASSETMARK, INC held 15,647 SPSB 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 15,647 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $469,566.

    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 15,564 shares
    Change vs previous 13F -996 shares

    <0.01% of the 13F portfolio, value $468,009.

    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 16,560 shares
    Change vs previous 13F -1,584 shares

    <0.01% of the 13F portfolio, value $500,112.

    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 18,144 shares
    Change vs previous 13F +3,965 shares

    <0.01% of the 13F portfolio, value $549,582.

    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 14,179 shares
    Change vs previous 13F -83 shares

    <0.01% of the 13F portfolio, value $428,064.

    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 14,262 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $429,286.

    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 14,156 shares
    Change vs previous 13F -2,101 shares

    <0.01% of the 13F portfolio, value $422,698.

    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 16,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $492,262.

    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).