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Disclosery

ASSETMARK, INC: CGSM position timeline

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

ASSETMARK, INC held 137,612 CGSM 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 137,612 shares
    Change vs previous 13F +14,855 shares

    0.01% of the 13F portfolio, value $3,630,893.

    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 122,757 shares
    Change vs previous 13F -9,017 shares

    0.01% of the 13F portfolio, value $3,226,054.

    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 131,774 shares
    Change vs previous 13F +12,715 shares

    0.01% of the 13F portfolio, value $3,470,927.

    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 119,059 shares
    Change vs previous 13F +5,359 shares

    0.01% of the 13F portfolio, value $3,138,395.

    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 113,700 shares
    Change vs previous 13F +39,925 shares

    0.01% of the 13F portfolio, value $2,965,296.

    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 73,775 shares
    Change vs previous 13F +1,675 shares

    0.01% of the 13F portfolio, value $1,918,888.

    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 72,100 shares
    Change vs previous 13F +7,873 shares

    0.01% of the 13F portfolio, value $1,872,437.

    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 64,227 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,686,601.

    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).