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Disclosery

ASSETMARK, INC: TLTW position timeline

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

ASSETMARK, INC held 414,923 TLTW 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 414,923 shares
    Change vs previous 13F +59,749 shares

    0.02% of the 13F portfolio, value $9,269,380.

    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 355,174 shares
    Change vs previous 13F +60,324 shares

    0.02% of the 13F portfolio, value $8,034,036.

    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 294,850 shares
    Change vs previous 13F +59,025 shares

    0.01% of the 13F portfolio, value $6,684,250.

    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 235,825 shares
    Change vs previous 13F +106,796 shares

    0.01% of the 13F portfolio, value $5,513,589.

    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 129,029 shares
    Change vs previous 13F +31,046 shares

    0.01% of the 13F portfolio, value $2,990,892.

    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 97,983 shares
    Change vs previous 13F +19,860 shares

    0.01% of the 13F portfolio, value $2,357,471.

    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 78,123 shares
    Change vs previous 13F +41,280 shares

    <0.01% of the 13F portfolio, value $1,837,453.

    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 36,843 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $994,761.

    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).