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Disclosery

ASSETMARK, INC: AJG position timeline

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

ASSETMARK, INC held 170,168 AJG 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 170,168 shares
    Change vs previous 13F +83,970 shares

    0.07% of the 13F portfolio, value $39,065,379.

    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 86,198 shares
    Change vs previous 13F +12,822 shares

    0.04% of the 13F portfolio, value $18,668,726.

    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 73,376 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $18,989,017.

    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 73,272 shares
    Change vs previous 13F +32,705 shares

    0.05% of the 13F portfolio, value $22,695,251.

    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 40,567 shares
    Change vs previous 13F +11,553 shares

    0.03% of the 13F portfolio, value $12,986,196.

    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 29,014 shares
    Change vs previous 13F +13,528 shares

    0.03% of the 13F portfolio, value $10,016,957.

    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 15,486 shares
    Change vs previous 13F +2,397 shares

    0.01% of the 13F portfolio, value $4,395,829.

    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 13,089 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,682,979.

    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).