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Disclosery

ASSETMARK, INC: TXT position timeline

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

ASSETMARK, INC held 584 TXT 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 584 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $53,571.

    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 535 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $46,845.

    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 498 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $43,398.

    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 493 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $41,654.

    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 324 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $26,014.

    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 111 shares
    Change vs previous 13F -84 shares

    <0.01% of the 13F portfolio, value $8,020.

    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 195 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $14,916.

    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 108 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,567.

    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).