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Disclosery

ASSETMARK, INC: XP position timeline

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

ASSETMARK, INC held 322,904 XP 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 322,904 shares
    Change vs previous 13F -4,532 shares

    0.01% of the 13F portfolio, value $5,250,414.

    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 327,436 shares
    Change vs previous 13F +327,383 shares

    0.01% of the 13F portfolio, value $6,234,381.

    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 ended2024-09-30
    13F 53 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $951.

    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).