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Disclosery

ASSETMARK, INC: TFI position timeline

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

ASSETMARK, INC held 680,591 TFI 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 680,591 shares
    Change vs previous 13F -22,687 shares

    0.05% of the 13F portfolio, value $31,171,068.

    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 703,278 shares
    Change vs previous 13F +19,373 shares

    0.07% of the 13F portfolio, value $31,886,625.

    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 683,905 shares
    Change vs previous 13F -2,224 shares

    0.06% of the 13F portfolio, value $31,261,298.

    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 686,129 shares
    Change vs previous 13F +17,949 shares

    0.07% of the 13F portfolio, value $31,266,899.

    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 668,180 shares
    Change vs previous 13F -17,399 shares

    0.07% of the 13F portfolio, value $29,847,601.

    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 685,579 shares
    Change vs previous 13F -4,859 shares

    0.08% of the 13F portfolio, value $30,899,046.

    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 690,438 shares
    Change vs previous 13F +4,590 shares

    0.09% of the 13F portfolio, value $31,497,782.

    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 685,848 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $32,118,262.

    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).