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Disclosery

ASSETMARK, INC: ZION position timeline

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

ASSETMARK, INC held 991 ZION 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 991 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $68,567.

    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 946 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $54,509.

    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 842 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $49,291.

    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 741 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $41,926.

    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 673 shares
    Change vs previous 13F +289 shares

    <0.01% of the 13F portfolio, value $34,956.

    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 384 shares
    Change vs previous 13F +367 shares

    <0.01% of the 13F portfolio, value $19,146.

    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 17 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $922.

    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).