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Disclosery

ASSETMARK, INC: WSM position timeline

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

ASSETMARK, INC held 474,021 WSM 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 474,021 shares
    Change vs previous 13F -3,043 shares

    0.19% of the 13F portfolio, value $110,494,343.

    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 477,064 shares
    Change vs previous 13F +20,899 shares

    0.18% of the 13F portfolio, value $86,983,134.

    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 456,165 shares
    Change vs previous 13F +9,194 shares

    0.17% of the 13F portfolio, value $81,466,587.

    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 446,971 shares
    Change vs previous 13F +7,430 shares

    0.19% of the 13F portfolio, value $87,360,541.

    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 439,541 shares
    Change vs previous 13F -1,071 shares

    0.17% of the 13F portfolio, value $71,807,883.

    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 440,612 shares
    Change vs previous 13F +26,696 shares

    0.19% of the 13F portfolio, value $69,660,724.

    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 413,916 shares
    Change vs previous 13F -5,260 shares

    0.21% of the 13F portfolio, value $76,648,897.

    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 419,176 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $64,938,755.

    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).