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Disclosery

ASSETMARK, INC: SSNC position timeline

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

ASSETMARK, INC held 3,542 SSNC 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 3,542 shares
    Change vs previous 13F -26,986 shares

    <0.01% of the 13F portfolio, value $219,795.

    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 30,528 shares
    Change vs previous 13F -35,135 shares

    <0.01% of the 13F portfolio, value $2,062,807.

    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 65,663 shares
    Change vs previous 13F +1,119 shares

    0.01% of the 13F portfolio, value $5,740,279.

    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 64,544 shares
    Change vs previous 13F -4,953 shares

    0.01% of the 13F portfolio, value $5,728,943.

    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 69,497 shares
    Change vs previous 13F +187 shares

    0.01% of the 13F portfolio, value $5,754,364.

    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 69,310 shares
    Change vs previous 13F +6,588 shares

    0.02% of the 13F portfolio, value $5,789,464.

    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 62,722 shares
    Change vs previous 13F +10,324 shares

    0.01% of the 13F portfolio, value $4,753,073.

    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 52,398 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,888,456.

    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).