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Disclosery

ASSETMARK, INC: STAG position timeline

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

ASSETMARK, INC held 44,791 STAG 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 44,791 shares
    Change vs previous 13F +1,285 shares

    <0.01% of the 13F portfolio, value $1,704,745.

    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 43,506 shares
    Change vs previous 13F +1,443 shares

    <0.01% of the 13F portfolio, value $1,568,826.

    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 42,063 shares
    Change vs previous 13F +13,703 shares

    <0.01% of the 13F portfolio, value $1,546,236.

    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 28,360 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $1,000,824.

    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 28,172 shares
    Change vs previous 13F +26,357 shares

    <0.01% of the 13F portfolio, value $1,022,080.

    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 1,815 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $65,558.

    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 1,815 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $61,383.

    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 1,815 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $70,948.

    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).