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Disclosery

ASSETMARK, INC: CGMM position timeline

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

ASSETMARK, INC held 1,104,735 CGMM 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 1,104,735 shares
    Change vs previous 13F +214,356 shares

    0.06% of the 13F portfolio, value $36,423,113.

    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 890,379 shares
    Change vs previous 13F +139,216 shares

    0.05% of the 13F portfolio, value $26,141,527.

    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 751,163 shares
    Change vs previous 13F +216,525 shares

    0.04% of the 13F portfolio, value $21,663,541.

    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 534,638 shares
    Change vs previous 13F +497,304 shares

    0.03% of the 13F portfolio, value $15,178,373.

    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 37,334 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,003,538.

    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).