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Disclosery

ASSETMARK, INC: WDAY position timeline

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

ASSETMARK, INC held 4,307 WDAY 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 4,307 shares
    Change vs previous 13F -2,676 shares

    <0.01% of the 13F portfolio, value $527,263.

    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 6,983 shares
    Change vs previous 13F +1,925 shares

    <0.01% of the 13F portfolio, value $907,231.

    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 5,058 shares
    Change vs previous 13F +1,342 shares

    <0.01% of the 13F portfolio, value $1,086,357.

    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 3,716 shares
    Change vs previous 13F -35,897 shares

    <0.01% of the 13F portfolio, value $894,553.

    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 39,613 shares
    Change vs previous 13F +3,773 shares

    0.02% of the 13F portfolio, value $9,507,120.

    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 35,840 shares
    Change vs previous 13F +1,968 shares

    0.02% of the 13F portfolio, value $8,369,715.

    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 33,872 shares
    Change vs previous 13F +1,404 shares

    0.02% of the 13F portfolio, value $8,739,992.

    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 32,468 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,935,504.

    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).