Skip to content
Disclosery

ASSETMARK, INC: SPTM position timeline

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

ASSETMARK, INC held 5,507,994 SPTM 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 5,507,994 shares
    Change vs previous 13F +71,780 shares

    0.86% of the 13F portfolio, value $500,070,785.

    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 5,436,214 shares
    Change vs previous 13F +2,687,718 shares

    0.88% of the 13F portfolio, value $429,787,114.

    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 2,748,496 shares
    Change vs previous 13F +173,412 shares

    0.46% of the 13F portfolio, value $226,750,908.

    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 2,575,084 shares
    Change vs previous 13F +2,554,574 shares

    0.45% of the 13F portfolio, value $207,680,492.

    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 20,510 shares
    Change vs previous 13F +6,980 shares

    <0.01% of the 13F portfolio, value $1,536,008.

    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 13,530 shares
    Change vs previous 13F -13,510 shares

    <0.01% of the 13F portfolio, value $920,175.

    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 27,040 shares
    Change vs previous 13F +25,984 shares

    0.01% of the 13F portfolio, value $1,931,467.

    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 1,056 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $73,983.

    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).