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Disclosery

ASSETMARK, INC: TDG position timeline

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

ASSETMARK, INC held 905 TDG 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 905 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $1,204,901.

    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 637 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $737,739.

    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 633 shares
    Change vs previous 13F -3,665 shares

    <0.01% of the 13F portfolio, value $841,254.

    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 4,298 shares
    Change vs previous 13F +96 shares

    0.01% of the 13F portfolio, value $5,665,320.

    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 4,202 shares
    Change vs previous 13F +441 shares

    0.02% of the 13F portfolio, value $6,389,845.

    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 3,761 shares
    Change vs previous 13F -2,458 shares

    0.01% of the 13F portfolio, value $5,203,196.

    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 6,219 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $7,881,802.

    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 6,194 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,839,209.

    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).