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Disclosery

ASSETMARK, INC: DEO position timeline

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

ASSETMARK, INC held 151,882 DEO 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 151,882 shares
    Change vs previous 13F +27,689 shares

    0.02% of the 13F portfolio, value $12,208,303.

    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 124,193 shares
    Change vs previous 13F -134,858 shares

    0.02% of the 13F portfolio, value $9,246,154.

    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 259,051 shares
    Change vs previous 13F +29,271 shares

    0.05% of the 13F portfolio, value $22,348,371.

    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 229,780 shares
    Change vs previous 13F +111,968 shares

    0.05% of the 13F portfolio, value $21,927,870.

    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 117,812 shares
    Change vs previous 13F +46,992 shares

    0.03% of the 13F portfolio, value $11,880,190.

    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 70,820 shares
    Change vs previous 13F +539 shares

    0.02% of the 13F portfolio, value $7,421,267.

    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 70,281 shares
    Change vs previous 13F +56,046 shares

    0.02% of the 13F portfolio, value $8,934,871.

    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 14,235 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,997,755.

    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).