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Disclosery

ASSETMARK, INC: USFR position timeline

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

ASSETMARK, INC held 589,017 USFR 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 589,017 shares
    Change vs previous 13F -34,052 shares

    0.05% of the 13F portfolio, value $29,657,006.

    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 623,069 shares
    Change vs previous 13F +12,179 shares

    0.06% of the 13F portfolio, value $31,365,293.

    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 610,890 shares
    Change vs previous 13F -68,234 shares

    0.06% of the 13F portfolio, value $30,739,985.

    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 679,124 shares
    Change vs previous 13F +62,764 shares

    0.07% of the 13F portfolio, value $34,139,563.

    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 616,360 shares
    Change vs previous 13F -443,324 shares

    0.07% of the 13F portfolio, value $31,009,072.

    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 1,059,684 shares
    Change vs previous 13F +10,415 shares

    0.15% of the 13F portfolio, value $53,333,896.

    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 1,049,269 shares
    Change vs previous 13F -4,583 shares

    0.14% of the 13F portfolio, value $52,799,216.

    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 1,053,852 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $52,924,447.

    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).