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Disclosery

ASSETMARK, INC: CL position timeline

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

ASSETMARK, INC held 23,856 CL 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 23,856 shares
    Change vs previous 13F +1,254 shares

    <0.01% of the 13F portfolio, value $2,187,164.

    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 22,602 shares
    Change vs previous 13F +3,519 shares

    <0.01% of the 13F portfolio, value $1,926,404.

    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 19,083 shares
    Change vs previous 13F -4,125 shares

    <0.01% of the 13F portfolio, value $1,507,976.

    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 23,208 shares
    Change vs previous 13F +2,091 shares

    <0.01% of the 13F portfolio, value $1,855,207.

    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 21,117 shares
    Change vs previous 13F +4,292 shares

    <0.01% of the 13F portfolio, value $1,919,505.

    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 16,825 shares
    Change vs previous 13F +545 shares

    <0.01% of the 13F portfolio, value $1,576,524.

    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 16,280 shares
    Change vs previous 13F +12,160 shares

    <0.01% of the 13F portfolio, value $1,480,036.

    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 4,120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $427,697.

    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).