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Disclosery

ASSETMARK, INC: AES position timeline

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

ASSETMARK, INC held 11,210 AES 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 11,210 shares
    Change vs previous 13F -1,503 shares

    <0.01% of the 13F portfolio, value $164,332.

    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 12,713 shares
    Change vs previous 13F -125,775 shares

    <0.01% of the 13F portfolio, value $179,120.

    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 138,488 shares
    Change vs previous 13F +14,456 shares

    <0.01% of the 13F portfolio, value $1,985,913.

    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 124,032 shares
    Change vs previous 13F +11,034 shares

    <0.01% of the 13F portfolio, value $1,632,266.

    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 112,998 shares
    Change vs previous 13F -61,886 shares

    <0.01% of the 13F portfolio, value $1,188,742.

    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 174,884 shares
    Change vs previous 13F +13,122 shares

    0.01% of the 13F portfolio, value $2,172,059.

    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 161,762 shares
    Change vs previous 13F +13,901 shares

    0.01% of the 13F portfolio, value $2,081,871.

    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 147,861 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,966,096.

    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).