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Disclosery

ASSETMARK, INC: CG position timeline

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

ASSETMARK, INC held 527,543 CG 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 527,543 shares
    Change vs previous 13F +62,099 shares

    0.04% of the 13F portfolio, value $22,214,846.

    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 465,444 shares
    Change vs previous 13F -5,591 shares

    0.05% of the 13F portfolio, value $22,522,834.

    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 471,035 shares
    Change vs previous 13F -88,253 shares

    0.06% of the 13F portfolio, value $27,842,868.

    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 559,288 shares
    Change vs previous 13F +35,540 shares

    0.08% of the 13F portfolio, value $35,067,351.

    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 523,748 shares
    Change vs previous 13F +73,097 shares

    0.06% of the 13F portfolio, value $26,920,644.

    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 450,651 shares
    Change vs previous 13F -3,616 shares

    0.05% of the 13F portfolio, value $19,643,877.

    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 454,267 shares
    Change vs previous 13F +121,264 shares

    0.06% of the 13F portfolio, value $22,935,931.

    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 333,003 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,339,105.

    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).