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Disclosery

ASSETMARK, INC: TMO position timeline

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

ASSETMARK, INC held 66,520 TMO 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 66,520 shares
    Change vs previous 13F +7,779 shares

    0.06% of the 13F portfolio, value $33,350,714.

    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 58,741 shares
    Change vs previous 13F +21,087 shares

    0.06% of the 13F portfolio, value $28,873,150.

    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 37,654 shares
    Change vs previous 13F +7,023 shares

    0.04% of the 13F portfolio, value $21,818,651.

    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 30,631 shares
    Change vs previous 13F +7,400 shares

    0.03% of the 13F portfolio, value $14,856,671.

    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 23,231 shares
    Change vs previous 13F -14,832 shares

    0.02% of the 13F portfolio, value $9,419,235.

    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 38,063 shares
    Change vs previous 13F +163 shares

    0.05% of the 13F portfolio, value $18,940,327.

    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 37,900 shares
    Change vs previous 13F +1,979 shares

    0.05% of the 13F portfolio, value $19,716,855.

    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 35,921 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $22,219,746.

    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).