Skip to content
Disclosery

ASSETMARK, INC: TDV position timeline

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

ASSETMARK, INC held 147 TDV 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 147 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $15,282.

    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 147 shares
    Change vs previous 13F -320 shares

    <0.01% of the 13F portfolio, value $12,452.

    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 467 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $40,433.

    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 400 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $34,602.

    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 365 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $30,368.

    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 357 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $26,007.

    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 357 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $26,937.

    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 357 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,514.

    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).