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Disclosery

ASSETMARK, INC: WOR position timeline

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

ASSETMARK, INC held 0 WOR shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 11 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $567.

    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).

  3. period ended2025-09-30
    13F 11 shares
    Change vs previous 13F -297 shares

    <0.01% of the 13F portfolio, value $610.

    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).

  4. period ended2025-06-30
    13F 308 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $19,601.

    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).

  5. period ended2025-03-31
    13F 320 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $16,029.

    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).

  6. period ended2024-12-31
    13F 273 shares
    Change vs previous 13F +63 shares

    <0.01% of the 13F portfolio, value $10,950.

    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).

  7. period ended2024-09-30
    13F 210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,705.

    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).