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Disclosery

ASSETMARK, INC: DGRO position timeline

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

ASSETMARK, INC held 165,451 DGRO 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 165,451 shares
    Change vs previous 13F +16,585 shares

    0.02% of the 13F portfolio, value $12,539,564.

    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 148,866 shares
    Change vs previous 13F +1,778 shares

    0.02% of the 13F portfolio, value $10,447,442.

    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 147,088 shares
    Change vs previous 13F +451 shares

    0.02% of the 13F portfolio, value $10,210,843.

    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 146,637 shares
    Change vs previous 13F -4,046 shares

    0.02% of the 13F portfolio, value $9,983,014.

    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 150,683 shares
    Change vs previous 13F -45,748 shares

    0.02% of the 13F portfolio, value $9,634,663.

    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 196,431 shares
    Change vs previous 13F -13,780 shares

    0.03% of the 13F portfolio, value $12,135,483.

    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 210,211 shares
    Change vs previous 13F +26,070 shares

    0.04% of the 13F portfolio, value $12,894,350.

    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 184,141 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,543,827.

    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).