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Disclosery

ASSETMARK, INC: STM position timeline

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

ASSETMARK, INC held 9,493 STM 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 9,493 shares
    Change vs previous 13F +3,049 shares

    <0.01% of the 13F portfolio, value $710,938.

    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 6,444 shares
    Change vs previous 13F -38 shares

    <0.01% of the 13F portfolio, value $222,644.

    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 6,482 shares
    Change vs previous 13F -43,310 shares

    <0.01% of the 13F portfolio, value $168,146.

    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 49,792 shares
    Change vs previous 13F -10,141 shares

    <0.01% of the 13F portfolio, value $1,407,125.

    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 59,933 shares
    Change vs previous 13F +59,563 shares

    <0.01% of the 13F portfolio, value $1,822,566.

    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 370 shares
    Change vs previous 13F -42,468 shares

    <0.01% of the 13F portfolio, value $8,127.

    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 42,838 shares
    Change vs previous 13F -9,910 shares

    <0.01% of the 13F portfolio, value $1,069,671.

    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 52,748 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,568,203.

    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).