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Disclosery

ASSETMARK, INC: WTW position timeline

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

ASSETMARK, INC held 1,274 WTW 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 1,274 shares
    Change vs previous 13F +179 shares

    <0.01% of the 13F portfolio, value $332,944.

    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 1,095 shares
    Change vs previous 13F -6,006 shares

    <0.01% of the 13F portfolio, value $318,291.

    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 7,101 shares
    Change vs previous 13F +242 shares

    <0.01% of the 13F portfolio, value $2,333,304.

    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 6,859 shares
    Change vs previous 13F +173 shares

    0.01% of the 13F portfolio, value $2,369,434.

    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 6,686 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $2,049,245.

    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 6,617 shares
    Change vs previous 13F +129 shares

    0.01% of the 13F portfolio, value $2,236,188.

    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 6,488 shares
    Change vs previous 13F +266 shares

    0.01% of the 13F portfolio, value $2,032,276.

    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 6,222 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,832,542.

    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).