Skip to content
Disclosery

ASSETMARK, INC: WPM position timeline

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

ASSETMARK, INC held 29,131 WPM 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 29,131 shares
    Change vs previous 13F +3,393 shares

    0.01% of the 13F portfolio, value $3,272,033.

    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 25,738 shares
    Change vs previous 13F +25,518 shares

    0.01% of the 13F portfolio, value $3,371,959.

    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 220 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $25,875.

    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 90 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $10,083.

    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 87 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,825.

    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).