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Disclosery

ASSETMARK, INC: TS position timeline

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

ASSETMARK, INC held 560,853 TS 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 560,853 shares
    Change vs previous 13F +70,076 shares

    0.05% of the 13F portfolio, value $31,121,729.

    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 490,777 shares
    Change vs previous 13F -13,140 shares

    0.06% of the 13F portfolio, value $28,553,390.

    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 503,917 shares
    Change vs previous 13F +23,702 shares

    0.04% of the 13F portfolio, value $19,375,598.

    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 480,215 shares
    Change vs previous 13F +10,986 shares

    0.04% of the 13F portfolio, value $17,177,275.

    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 469,229 shares
    Change vs previous 13F +19,391 shares

    0.04% of the 13F portfolio, value $17,549,160.

    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 449,838 shares
    Change vs previous 13F +6,653 shares

    0.05% of the 13F portfolio, value $17,593,145.

    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 443,185 shares
    Change vs previous 13F +3,632 shares

    0.05% of the 13F portfolio, value $16,747,958.

    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 439,553 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,973,390.

    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).