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Disclosery

ASSETMARK, INC: WMG position timeline

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

ASSETMARK, INC held 711,757 WMG 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 711,757 shares
    Change vs previous 13F +141,269 shares

    0.03% of the 13F portfolio, value $19,267,251.

    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 570,488 shares
    Change vs previous 13F +173,680 shares

    0.03% of the 13F portfolio, value $14,570,252.

    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 396,808 shares
    Change vs previous 13F +46,482 shares

    0.02% of the 13F portfolio, value $12,170,096.

    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 350,326 shares
    Change vs previous 13F +72,979 shares

    0.03% of the 13F portfolio, value $11,932,094.

    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 277,347 shares
    Change vs previous 13F +166,359 shares

    0.02% of the 13F portfolio, value $7,554,939.

    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 110,988 shares
    Change vs previous 13F +15,155 shares

    0.01% of the 13F portfolio, value $3,479,459.

    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 95,833 shares
    Change vs previous 13F +94,598 shares

    0.01% of the 13F portfolio, value $2,970,827.

    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 1,235 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,656.

    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).