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Disclosery

ASSETMARK, INC: SU position timeline

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

ASSETMARK, INC held 39,436 SU 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 39,436 shares
    Change vs previous 13F +10,755 shares

    <0.01% of the 13F portfolio, value $2,116,909.

    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 28,681 shares
    Change vs previous 13F +10,219 shares

    <0.01% of the 13F portfolio, value $1,896,099.

    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 18,462 shares
    Change vs previous 13F +6,917 shares

    <0.01% of the 13F portfolio, value $818,965.

    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 11,545 shares
    Change vs previous 13F +5,450 shares

    <0.01% of the 13F portfolio, value $482,683.

    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 6,095 shares
    Change vs previous 13F +2,729 shares

    <0.01% of the 13F portfolio, value $228,272.

    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 3,366 shares
    Change vs previous 13F -43,084 shares

    <0.01% of the 13F portfolio, value $130,332.

    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 46,450 shares
    Change vs previous 13F +3,541 shares

    <0.01% of the 13F portfolio, value $1,657,336.

    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 42,909 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,584,200.

    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).