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Disclosery

ASSETMARK, INC: CGSD position timeline

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

ASSETMARK, INC held 18,603 CGSD 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 18,603 shares
    Change vs previous 13F +4,581 shares

    <0.01% of the 13F portfolio, value $478,655.

    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 14,022 shares
    Change vs previous 13F +1,978 shares

    <0.01% of the 13F portfolio, value $361,627.

    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 12,044 shares
    Change vs previous 13F +5,396 shares

    <0.01% of the 13F portfolio, value $313,264.

    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 6,648 shares
    Change vs previous 13F +6,134 shares

    <0.01% of the 13F portfolio, value $172,715.

    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 514 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,331.

    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).