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Disclosery

ASSETMARK, INC: BG position timeline

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

ASSETMARK, INC held 29,219 BG 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 29,219 shares
    Change vs previous 13F +1,107 shares

    0.01% of the 13F portfolio, value $3,118,513.

    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 28,112 shares
    Change vs previous 13F +2,319 shares

    0.01% of the 13F portfolio, value $3,575,902.

    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 25,793 shares
    Change vs previous 13F +1,254 shares

    <0.01% of the 13F portfolio, value $2,297,668.

    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 24,539 shares
    Change vs previous 13F +1,314 shares

    <0.01% of the 13F portfolio, value $1,993,804.

    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 23,225 shares
    Change vs previous 13F +2,306 shares

    <0.01% of the 13F portfolio, value $1,864,509.

    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 20,919 shares
    Change vs previous 13F +799 shares

    <0.01% of the 13F portfolio, value $1,598,667.

    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 20,120 shares
    Change vs previous 13F +1,547 shares

    <0.01% of the 13F portfolio, value $1,564,564.

    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 18,573 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,794,930.

    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).