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Disclosery

ASSETMARK, INC: UCON position timeline

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

ASSETMARK, INC held 11,312 UCON 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 11,312 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $281,443.

    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 11,367 shares
    Change vs previous 13F -1,111 shares

    <0.01% of the 13F portfolio, value $281,561.

    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 12,478 shares
    Change vs previous 13F -1,474 shares

    <0.01% of the 13F portfolio, value $314,071.

    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 13,952 shares
    Change vs previous 13F +923 shares

    <0.01% of the 13F portfolio, value $351,430.

    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 13,029 shares
    Change vs previous 13F -1,337 shares

    <0.01% of the 13F portfolio, value $324,292.

    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 14,366 shares
    Change vs previous 13F -72,706 shares

    <0.01% of the 13F portfolio, value $355,559.

    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 87,072 shares
    Change vs previous 13F +6,155 shares

    0.01% of the 13F portfolio, value $2,146,325.

    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 80,917 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,033,444.

    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).