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Disclosery

ASSETMARK, INC: CFG position timeline

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

ASSETMARK, INC held 1,808,380 CFG 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 1,808,380 shares
    Change vs previous 13F +20,131 shares

    0.22% of the 13F portfolio, value $126,713,171.

    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 1,788,249 shares
    Change vs previous 13F +111,135 shares

    0.22% of the 13F portfolio, value $107,241,302.

    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 1,677,114 shares
    Change vs previous 13F +5,330 shares

    0.2% of the 13F portfolio, value $97,960,202.

    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 1,671,784 shares
    Change vs previous 13F -18,670 shares

    0.19% of the 13F portfolio, value $88,872,027.

    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 1,690,454 shares
    Change vs previous 13F +342,917 shares

    0.18% of the 13F portfolio, value $75,647,814.

    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 1,347,537 shares
    Change vs previous 13F +1,335,577 shares

    0.15% of the 13F portfolio, value $55,208,575.

    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 11,960 shares
    Change vs previous 13F +2,783 shares

    <0.01% of the 13F portfolio, value $523,352.

    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 9,177 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $376,883.

    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).