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Disclosery

ASSETMARK, INC: TOTL position timeline

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

ASSETMARK, INC held 113,305 TOTL 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 113,305 shares
    Change vs previous 13F -65,564 shares

    0.01% of the 13F portfolio, value $4,472,148.

    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 178,869 shares
    Change vs previous 13F +42,617 shares

    0.01% of the 13F portfolio, value $7,106,465.

    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 136,252 shares
    Change vs previous 13F +43,287 shares

    0.01% of the 13F portfolio, value $5,484,158.

    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 92,965 shares
    Change vs previous 13F -152,309 shares

    0.01% of the 13F portfolio, value $3,771,590.

    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 245,274 shares
    Change vs previous 13F +88,870 shares

    0.02% of the 13F portfolio, value $9,837,924.

    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 156,404 shares
    Change vs previous 13F +19,684 shares

    0.02% of the 13F portfolio, value $6,301,525.

    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 136,720 shares
    Change vs previous 13F -79,418 shares

    0.01% of the 13F portfolio, value $5,385,403.

    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 216,138 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,948,108.

    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).