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Disclosery

ASSETMARK, INC: AGG position timeline

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

ASSETMARK, INC held 1,475,528 AGG 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 1,475,528 shares
    Change vs previous 13F +884,970 shares

    0.25% of the 13F portfolio, value $146,047,714.

    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 590,558 shares
    Change vs previous 13F -675,310 shares

    0.12% of the 13F portfolio, value $58,624,693.

    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 1,265,868 shares
    Change vs previous 13F +792,800 shares

    0.26% of the 13F portfolio, value $126,434,878.

    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 473,068 shares
    Change vs previous 13F +140,937 shares

    0.1% of the 13F portfolio, value $47,425,044.

    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 332,131 shares
    Change vs previous 13F -347,381 shares

    0.08% of the 13F portfolio, value $32,947,394.

    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 679,512 shares
    Change vs previous 13F -358,471 shares

    0.18% of the 13F portfolio, value $67,217,311.

    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 1,037,983 shares
    Change vs previous 13F -72,002 shares

    0.27% of the 13F portfolio, value $100,580,584.

    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 1,109,985 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $112,408,147.

    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).