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Disclosery

ASSETMARK, INC: AEP position timeline

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

ASSETMARK, INC held 52,079 AEP 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 52,079 shares
    Change vs previous 13F +15,843 shares

    0.01% of the 13F portfolio, value $7,124,935.

    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 36,236 shares
    Change vs previous 13F -8,193 shares

    0.01% of the 13F portfolio, value $4,749,880.

    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 44,429 shares
    Change vs previous 13F +2,678 shares

    0.01% of the 13F portfolio, value $5,123,131.

    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 41,751 shares
    Change vs previous 13F +3,274 shares

    0.01% of the 13F portfolio, value $4,697,011.

    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 38,477 shares
    Change vs previous 13F +2,706 shares

    0.01% of the 13F portfolio, value $3,992,369.

    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 35,771 shares
    Change vs previous 13F +1,433 shares

    0.01% of the 13F portfolio, value $3,908,722.

    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 34,338 shares
    Change vs previous 13F -2,174 shares

    0.01% of the 13F portfolio, value $3,167,012.

    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 36,512 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,746,151.

    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).