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Disclosery

ASSETMARK, INC: WWD position timeline

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

ASSETMARK, INC held 528 WWD 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 528 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $224,632.

    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 532 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $190,413.

    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 565 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $170,811.

    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 562 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $142,023.

    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 531 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $130,143.

    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 505 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $92,157.

    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 401 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $66,734.

    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 332 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,941.

    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).