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Disclosery

ASSETMARK, INC: WDC position timeline

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

ASSETMARK, INC held 364,895 WDC 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 364,895 shares
    Change vs previous 13F +125,883 shares

    0.4% of the 13F portfolio, value $233,065,798.

    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 239,012 shares
    Change vs previous 13F -30,898 shares

    0.13% of the 13F portfolio, value $64,650,296.

    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 269,910 shares
    Change vs previous 13F +164,537 shares

    0.09% of the 13F portfolio, value $46,497,316.

    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 105,373 shares
    Change vs previous 13F +2,943 shares

    0.03% of the 13F portfolio, value $12,651,126.

    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 102,430 shares
    Change vs previous 13F +30,809 shares

    0.02% of the 13F portfolio, value $6,554,504.

    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 71,621 shares
    Change vs previous 13F +853 shares

    0.01% of the 13F portfolio, value $2,895,626.

    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 70,768 shares
    Change vs previous 13F +3,985 shares

    0.01% of the 13F portfolio, value $4,219,880.

    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 66,783 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,560,593.

    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).