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Disclosery

ASSETMARK, INC: TRP position timeline

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

ASSETMARK, INC held 120,400 TRP 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 120,400 shares
    Change vs previous 13F +8,262 shares

    0.01% of the 13F portfolio, value $7,981,291.

    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 112,138 shares
    Change vs previous 13F -19,806 shares

    0.01% of the 13F portfolio, value $7,019,826.

    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 131,944 shares
    Change vs previous 13F +11,697 shares

    0.01% of the 13F portfolio, value $7,258,228.

    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 120,247 shares
    Change vs previous 13F +6,146 shares

    0.01% of the 13F portfolio, value $6,542,636.

    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 114,101 shares
    Change vs previous 13F +15,667 shares

    0.01% of the 13F portfolio, value $5,567,006.

    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 98,434 shares
    Change vs previous 13F -429 shares

    0.01% of the 13F portfolio, value $4,647,063.

    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 98,863 shares
    Change vs previous 13F +9,500 shares

    0.01% of the 13F portfolio, value $4,600,111.

    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 89,363 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,249,198.

    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).