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Disclosery

ASSETMARK, INC: WBD position timeline

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

ASSETMARK, INC held 59,626 WBD 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 59,626 shares
    Change vs previous 13F +11,487 shares

    <0.01% of the 13F portfolio, value $1,589,640.

    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 48,139 shares
    Change vs previous 13F -504,828 shares

    <0.01% of the 13F portfolio, value $1,321,908.

    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 552,967 shares
    Change vs previous 13F +107,944 shares

    0.03% of the 13F portfolio, value $15,936,520.

    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 445,023 shares
    Change vs previous 13F +63,645 shares

    0.02% of the 13F portfolio, value $8,691,307.

    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 381,378 shares
    Change vs previous 13F +230,144 shares

    0.01% of the 13F portfolio, value $4,370,596.

    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 151,234 shares
    Change vs previous 13F +24,440 shares

    <0.01% of the 13F portfolio, value $1,622,741.

    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 126,794 shares
    Change vs previous 13F +124,766 shares

    <0.01% of the 13F portfolio, value $1,340,213.

    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 2,028 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,731.

    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).