Skip to content
Disclosery

ASSETMARK, INC: TROW position timeline

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

ASSETMARK, INC held 535,405 TROW 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 535,405 shares
    Change vs previous 13F +26,014 shares

    0.1% of the 13F portfolio, value $60,870,140.

    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 509,391 shares
    Change vs previous 13F -2,126 shares

    0.09% of the 13F portfolio, value $45,916,466.

    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 511,517 shares
    Change vs previous 13F -417 shares

    0.11% of the 13F portfolio, value $52,369,066.

    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 511,934 shares
    Change vs previous 13F +2,795 shares

    0.11% of the 13F portfolio, value $52,544,951.

    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 509,139 shares
    Change vs previous 13F +38,601 shares

    0.12% of the 13F portfolio, value $49,131,921.

    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 470,538 shares
    Change vs previous 13F -21,188 shares

    0.12% of the 13F portfolio, value $43,228,359.

    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 491,726 shares
    Change vs previous 13F +10,488 shares

    0.15% of the 13F portfolio, value $55,609,265.

    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 481,238 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $52,421,244.

    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).