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Disclosery

ASSETMARK, INC: BGRN position timeline

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

ASSETMARK, INC held 100,388 BGRN 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 100,388 shares
    Change vs previous 13F +17,794 shares

    0.01% of the 13F portfolio, value $4,765,669.

    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 82,594 shares
    Change vs previous 13F +7,606 shares

    0.01% of the 13F portfolio, value $3,920,869.

    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 74,988 shares
    Change vs previous 13F +3,972 shares

    0.01% of the 13F portfolio, value $3,594,602.

    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 71,016 shares
    Change vs previous 13F +3,631 shares

    0.01% of the 13F portfolio, value $3,417,858.

    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 67,385 shares
    Change vs previous 13F +1,578 shares

    0.01% of the 13F portfolio, value $3,212,243.

    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 65,807 shares
    Change vs previous 13F +6,668 shares

    0.01% of the 13F portfolio, value $3,116,620.

    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 59,139 shares
    Change vs previous 13F +7,118 shares

    0.01% of the 13F portfolio, value $2,757,060.

    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 52,021 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,514,695.

    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).