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Disclosery

ASSETMARK, INC: AFL position timeline

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

ASSETMARK, INC held 816,744 AFL 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 816,744 shares
    Change vs previous 13F +15,052 shares

    0.16% of the 13F portfolio, value $95,763,206.

    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 801,692 shares
    Change vs previous 13F -70,926 shares

    0.18% of the 13F portfolio, value $87,953,644.

    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 872,618 shares
    Change vs previous 13F +12,083 shares

    0.2% of the 13F portfolio, value $96,223,617.

    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 860,535 shares
    Change vs previous 13F -791,965 shares

    0.21% of the 13F portfolio, value $96,121,780.

    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 1,652,500 shares
    Change vs previous 13F +124,706 shares

    0.41% of the 13F portfolio, value $174,272,654.

    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 1,527,794 shares
    Change vs previous 13F -88,978 shares

    0.47% of the 13F portfolio, value $169,875,404.

    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 1,616,772 shares
    Change vs previous 13F +32,220 shares

    0.45% of the 13F portfolio, value $167,238,916.

    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 1,584,552 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $177,152,948.

    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).