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Disclosery

ASSETMARK, INC: STZ position timeline

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

ASSETMARK, INC held 8,051 STZ 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 8,051 shares
    Change vs previous 13F -414 shares

    <0.01% of the 13F portfolio, value $1,119,827.

    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 8,465 shares
    Change vs previous 13F +537 shares

    <0.01% of the 13F portfolio, value $1,269,692.

    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 7,928 shares
    Change vs previous 13F +2,765 shares

    <0.01% of the 13F portfolio, value $1,093,786.

    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 5,163 shares
    Change vs previous 13F +1,484 shares

    <0.01% of the 13F portfolio, value $695,331.

    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 3,679 shares
    Change vs previous 13F -2,003 shares

    <0.01% of the 13F portfolio, value $598,561.

    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 5,682 shares
    Change vs previous 13F -19,389 shares

    <0.01% of the 13F portfolio, value $1,042,761.

    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 25,071 shares
    Change vs previous 13F +2,462 shares

    0.02% of the 13F portfolio, value $5,540,697.

    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 22,609 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,826,026.

    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).