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Disclosery

ASSETMARK, INC: CSGP position timeline

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

ASSETMARK, INC held 38,892 CSGP 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 38,892 shares
    Change vs previous 13F +25,532 shares

    <0.01% of the 13F portfolio, value $1,101,421.

    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 13,360 shares
    Change vs previous 13F +11,207 shares

    <0.01% of the 13F portfolio, value $538,942.

    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 2,153 shares
    Change vs previous 13F -1,001 shares

    <0.01% of the 13F portfolio, value $144,768.

    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 3,154 shares
    Change vs previous 13F +489 shares

    <0.01% of the 13F portfolio, value $266,103.

    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 2,665 shares
    Change vs previous 13F +1,358 shares

    <0.01% of the 13F portfolio, value $214,266.

    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 1,307 shares
    Change vs previous 13F -1,969 shares

    <0.01% of the 13F portfolio, value $103,554.

    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 3,276 shares
    Change vs previous 13F -65,383 shares

    <0.01% of the 13F portfolio, value $234,529.

    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 68,659 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,179,635.

    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).