Skip to content
Disclosery

ASSETMARK, INC: TAK position timeline

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

ASSETMARK, INC held 314,687 TAK 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 314,687 shares
    Change vs previous 13F +87,071 shares

    0.01% of the 13F portfolio, value $5,044,432.

    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 227,616 shares
    Change vs previous 13F +71,496 shares

    0.01% of the 13F portfolio, value $4,215,448.

    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 156,120 shares
    Change vs previous 13F +33,902 shares

    <0.01% of the 13F portfolio, value $2,433,910.

    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 122,218 shares
    Change vs previous 13F +26,498 shares

    <0.01% of the 13F portfolio, value $1,789,277.

    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 95,720 shares
    Change vs previous 13F +9,181 shares

    <0.01% of the 13F portfolio, value $1,479,828.

    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 86,539 shares
    Change vs previous 13F +372 shares

    <0.01% of the 13F portfolio, value $1,286,838.

    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 86,167 shares
    Change vs previous 13F +5,185 shares

    <0.01% of the 13F portfolio, value $1,140,854.

    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 80,982 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,151,571.

    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).