Skip to content
Disclosery

ASSETMARK, INC: CGHM position timeline

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

ASSETMARK, INC held 1,335,444 CGHM 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 1,335,444 shares
    Change vs previous 13F +135,866 shares

    0.06% of the 13F portfolio, value $34,521,227.

    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 1,199,578 shares
    Change vs previous 13F +70,900 shares

    0.06% of the 13F portfolio, value $30,373,315.

    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 1,128,678 shares
    Change vs previous 13F +54,141 shares

    0.06% of the 13F portfolio, value $28,758,715.

    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 1,074,537 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $27,175,041.

    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).