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Disclosery

ASSETMARK, INC: WMT position timeline

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

ASSETMARK, INC held 364,801 WMT 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 364,801 shares
    Change vs previous 13F +22,963 shares

    0.07% of the 13F portfolio, value $41,317,364.

    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 341,838 shares
    Change vs previous 13F -14,644 shares

    0.09% of the 13F portfolio, value $42,483,687.

    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 356,482 shares
    Change vs previous 13F +28,410 shares

    0.08% of the 13F portfolio, value $39,715,656.

    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 328,072 shares
    Change vs previous 13F +22,332 shares

    0.07% of the 13F portfolio, value $33,811,111.

    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 305,740 shares
    Change vs previous 13F +41,783 shares

    0.07% of the 13F portfolio, value $29,895,217.

    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 263,957 shares
    Change vs previous 13F +130,887 shares

    0.06% of the 13F portfolio, value $23,172,758.

    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 133,070 shares
    Change vs previous 13F +890 shares

    0.03% of the 13F portfolio, value $12,022,897.

    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 132,180 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,673,561.

    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).