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Disclosery

ASSETMARK, INC: TW position timeline

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

ASSETMARK, INC held 62,132 TW 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 62,132 shares
    Change vs previous 13F -6,180 shares

    0.01% of the 13F portfolio, value $6,192,089.

    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 68,312 shares
    Change vs previous 13F -8,521 shares

    0.02% of the 13F portfolio, value $8,037,578.

    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 76,833 shares
    Change vs previous 13F -25,717 shares

    0.02% of the 13F portfolio, value $8,262,616.

    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 102,550 shares
    Change vs previous 13F +2,184 shares

    0.02% of the 13F portfolio, value $11,380,972.

    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 100,366 shares
    Change vs previous 13F -65 shares

    0.03% of the 13F portfolio, value $14,693,511.

    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 100,431 shares
    Change vs previous 13F -789 shares

    0.04% of the 13F portfolio, value $14,910,045.

    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 101,220 shares
    Change vs previous 13F -815 shares

    0.04% of the 13F portfolio, value $13,251,747.

    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 102,035 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,618,674.

    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).