Skip to content
Disclosery

ASSETMARK, INC: TFLO position timeline

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

ASSETMARK, INC held 466,404 TFLO 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 466,404 shares
    Change vs previous 13F -192,496 shares

    0.04% of the 13F portfolio, value $23,614,027.

    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 658,900 shares
    Change vs previous 13F -109 shares

    0.07% of the 13F portfolio, value $33,360,110.

    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 659,009 shares
    Change vs previous 13F -45,860 shares

    0.07% of the 13F portfolio, value $33,253,571.

    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 704,869 shares
    Change vs previous 13F -2,608 shares

    0.08% of the 13F portfolio, value $35,659,322.

    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 707,477 shares
    Change vs previous 13F -788,790 shares

    0.08% of the 13F portfolio, value $35,833,692.

    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 1,496,267 shares
    Change vs previous 13F -18,836 shares

    0.21% of the 13F portfolio, value $75,800,900.

    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 1,515,103 shares
    Change vs previous 13F +5,308 shares

    0.21% of the 13F portfolio, value $76,467,252.

    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 1,509,795 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $76,395,624.

    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).