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Disclosery

ASSETMARK, INC: URI position timeline

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

ASSETMARK, INC held 7,607 URI 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 7,607 shares
    Change vs previous 13F +785 shares

    0.01% of the 13F portfolio, value $8,617,788.

    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 6,822 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $4,970,161.

    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 6,793 shares
    Change vs previous 13F +1,134 shares

    0.01% of the 13F portfolio, value $5,497,682.

    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 5,659 shares
    Change vs previous 13F +4,351 shares

    0.01% of the 13F portfolio, value $5,402,793.

    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 1,308 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $985,730.

    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 1,533 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $960,919.

    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 1,502 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $1,058,280.

    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 1,446 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,171,112.

    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).