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Disclosery

ASSETMARK, INC: WIT position timeline

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

ASSETMARK, INC held 8,770 WIT 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 8,770 shares
    Change vs previous 13F +5,882 shares

    <0.01% of the 13F portfolio, value $19,733.

    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 2,888 shares
    Change vs previous 13F -545 shares

    <0.01% of the 13F portfolio, value $6,123.

    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 3,433 shares
    Change vs previous 13F +309 shares

    <0.01% of the 13F portfolio, value $9,750.

    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 3,124 shares
    Change vs previous 13F +2,062 shares

    <0.01% of the 13F portfolio, value $8,216.

    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 1,062 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $3,207.

    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 956 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,925.

    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).