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Disclosery

ASSETMARK, INC: USDU position timeline

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

ASSETMARK, INC held 3,101,590 USDU 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 3,101,590 shares
    Change vs previous 13F -27,805 shares

    0.14% of the 13F portfolio, value $82,967,533.

    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 3,129,395 shares
    Change vs previous 13F +3,074,866 shares

    0.17% of the 13F portfolio, value $82,396,970.

    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 54,529 shares
    Change vs previous 13F +54,207 shares

    <0.01% of the 13F portfolio, value $1,406,848.

    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 322 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $8,498.

    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 404 shares
    Change vs previous 13F -7,803 shares

    <0.01% of the 13F portfolio, value $10,411.

    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 8,207 shares
    Change vs previous 13F -64,720 shares

    <0.01% of the 13F portfolio, value $223,723.

    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 72,927 shares
    Change vs previous 13F +71,329 shares

    0.01% of the 13F portfolio, value $2,017,161.

    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 1,598 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $42,395.

    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).