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Disclosery

ASSETMARK, INC: STLA position timeline

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

ASSETMARK, INC held 170,019 STLA 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 170,019 shares
    Change vs previous 13F +37,179 shares

    <0.01% of the 13F portfolio, value $975,912.

    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 132,840 shares
    Change vs previous 13F +56,018 shares

    <0.01% of the 13F portfolio, value $941,839.

    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 76,822 shares
    Change vs previous 13F +31,352 shares

    <0.01% of the 13F portfolio, value $836,597.

    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 45,470 shares
    Change vs previous 13F +16,943 shares

    <0.01% of the 13F portfolio, value $424,694.

    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 28,527 shares
    Change vs previous 13F -487,150 shares

    <0.01% of the 13F portfolio, value $286,131.

    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 515,677 shares
    Change vs previous 13F -652,625 shares

    0.02% of the 13F portfolio, value $5,780,735.

    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 1,168,302 shares
    Change vs previous 13F -186,409 shares

    0.04% of the 13F portfolio, value $15,246,336.

    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 1,354,711 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $19,033,689.

    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).