Skip to content
Disclosery

ASSETMARK, INC: CGMU position timeline

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

ASSETMARK, INC held 1,388,326 CGMU 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 1,388,326 shares
    Change vs previous 13F +134,255 shares

    0.07% of the 13F portfolio, value $38,137,315.

    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 1,254,071 shares
    Change vs previous 13F +46,221 shares

    0.07% of the 13F portfolio, value $34,048,028.

    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 1,207,850 shares
    Change vs previous 13F +125,592 shares

    0.07% of the 13F portfolio, value $33,070,933.

    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 1,082,258 shares
    Change vs previous 13F +183,615 shares

    0.06% of the 13F portfolio, value $29,534,821.

    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 898,643 shares
    Change vs previous 13F +66,848 shares

    0.06% of the 13F portfolio, value $23,984,782.

    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 831,795 shares
    Change vs previous 13F +66,669 shares

    0.06% of the 13F portfolio, value $22,308,742.

    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 765,126 shares
    Change vs previous 13F +43,269 shares

    0.06% of the 13F portfolio, value $20,597,192.

    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 721,857 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,822,193.

    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).