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Disclosery

ASSETMARK, INC: TRU position timeline

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

ASSETMARK, INC held 218,687 TRU 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 218,687 shares
    Change vs previous 13F +3,625 shares

    0.03% of the 13F portfolio, value $15,776,078.

    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 215,062 shares
    Change vs previous 13F -71,118 shares

    0.03% of the 13F portfolio, value $14,880,121.

    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 286,180 shares
    Change vs previous 13F +11,198 shares

    0.05% of the 13F portfolio, value $24,539,928.

    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 274,982 shares
    Change vs previous 13F +20,599 shares

    0.05% of the 13F portfolio, value $23,037,971.

    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 254,383 shares
    Change vs previous 13F +48,248 shares

    0.05% of the 13F portfolio, value $22,385,730.

    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 206,135 shares
    Change vs previous 13F -5,871 shares

    0.05% of the 13F portfolio, value $17,107,168.

    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 212,006 shares
    Change vs previous 13F +83,300 shares

    0.05% of the 13F portfolio, value $19,655,089.

    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 128,706 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,475,518.

    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).