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Disclosery

ASSETMARK, INC: BUFG position timeline

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

ASSETMARK, INC held 284,509 BUFG 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 284,509 shares
    Change vs previous 13F +14,536 shares

    0.01% of the 13F portfolio, value $8,340,552.

    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 269,973 shares
    Change vs previous 13F +18,051 shares

    0.01% of the 13F portfolio, value $7,251,475.

    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 251,922 shares
    Change vs previous 13F +5,853 shares

    0.01% of the 13F portfolio, value $6,932,893.

    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 246,069 shares
    Change vs previous 13F +13,817 shares

    0.01% of the 13F portfolio, value $6,629,099.

    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 232,252 shares
    Change vs previous 13F +32,571 shares

    0.01% of the 13F portfolio, value $5,931,716.

    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 199,681 shares
    Change vs previous 13F +6,549 shares

    0.01% of the 13F portfolio, value $4,750,012.

    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 193,132 shares
    Change vs previous 13F +13,051 shares

    0.01% of the 13F portfolio, value $4,731,734.

    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 180,081 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,341,753.

    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).