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Disclosery

ASSETMARK, INC: XYZ position timeline

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

ASSETMARK, INC held 5,359 XYZ 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 5,359 shares
    Change vs previous 13F +936 shares

    <0.01% of the 13F portfolio, value $407,284.

    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 4,423 shares
    Change vs previous 13F +538 shares

    <0.01% of the 13F portfolio, value $266,176.

    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 3,885 shares
    Change vs previous 13F +938 shares

    <0.01% of the 13F portfolio, value $252,879.

    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 2,947 shares
    Change vs previous 13F +884 shares

    <0.01% of the 13F portfolio, value $212,985.

    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 2,063 shares
    Change vs previous 13F +1,381 shares

    <0.01% of the 13F portfolio, value $140,140.

    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 682 shares
    Change vs previous 13F -239 shares

    <0.01% of the 13F portfolio, value $37,053.

    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 921 shares
    Change vs previous 13F +742 shares

    <0.01% of the 13F portfolio, value $78,276.

    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 179 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,016.

    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).