Skip to content
Disclosery

ASSETMARK, INC: EA position timeline

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

ASSETMARK, INC held 4,125 EA 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 4,125 shares
    Change vs previous 13F -743 shares

    <0.01% of the 13F portfolio, value $845,771.

    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 4,868 shares
    Change vs previous 13F -9,976 shares

    <0.01% of the 13F portfolio, value $992,393.

    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 14,844 shares
    Change vs previous 13F -24,137 shares

    0.01% of the 13F portfolio, value $3,033,001.

    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 38,981 shares
    Change vs previous 13F +2,697 shares

    0.02% of the 13F portfolio, value $7,862,372.

    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 36,284 shares
    Change vs previous 13F +15,825 shares

    0.01% of the 13F portfolio, value $5,794,612.

    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 20,459 shares
    Change vs previous 13F +4,584 shares

    0.01% of the 13F portfolio, value $2,956,735.

    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 15,875 shares
    Change vs previous 13F +766 shares

    0.01% of the 13F portfolio, value $2,322,513.

    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 15,109 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,167,235.

    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).