Skip to content
Disclosery

ASSETMARK, INC: USSG position timeline

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

ASSETMARK, INC held 50,999 USSG 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 50,999 shares
    Change vs previous 13F +3,991 shares

    0.01% of the 13F portfolio, value $3,542,391.

    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 47,008 shares
    Change vs previous 13F +3,841 shares

    0.01% of the 13F portfolio, value $2,805,437.

    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 43,167 shares
    Change vs previous 13F +336 shares

    0.01% of the 13F portfolio, value $2,741,320.

    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 42,831 shares
    Change vs previous 13F +2,414 shares

    0.01% of the 13F portfolio, value $2,627,468.

    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 40,417 shares
    Change vs previous 13F +34,975 shares

    0.01% of the 13F portfolio, value $2,298,919.

    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 5,442 shares
    Change vs previous 13F +2,484 shares

    <0.01% of the 13F portfolio, value $274,114.

    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 2,958 shares
    Change vs previous 13F +2,863 shares

    <0.01% of the 13F portfolio, value $159,673.

    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 95 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,061.

    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).