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Disclosery

ASSETMARK, INC: DFGR position timeline

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

ASSETMARK, INC held 13,438 DFGR 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 13,438 shares
    Change vs previous 13F +759 shares

    <0.01% of the 13F portfolio, value $389,301.

    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 12,679 shares
    Change vs previous 13F -217 shares

    <0.01% of the 13F portfolio, value $337,008.

    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 12,896 shares
    Change vs previous 13F -1,076 shares

    <0.01% of the 13F portfolio, value $340,717.

    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 13,972 shares
    Change vs previous 13F +322 shares

    <0.01% of the 13F portfolio, value $381,576.

    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 13,650 shares
    Change vs previous 13F -1,887 shares

    <0.01% of the 13F portfolio, value $366,240.

    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 15,537 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $407,994.

    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 15,792 shares
    Change vs previous 13F -3,198 shares

    <0.01% of the 13F portfolio, value $403,334.

    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 18,990 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $548,040.

    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).