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Disclosery

ASSETMARK, INC: EEMV position timeline

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

ASSETMARK, INC held 11,485 EEMV 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 11,485 shares
    Change vs previous 13F -224 shares

    <0.01% of the 13F portfolio, value $864,591.

    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 11,709 shares
    Change vs previous 13F -2,993 shares

    <0.01% of the 13F portfolio, value $757,924.

    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 14,702 shares
    Change vs previous 13F +168 shares

    <0.01% of the 13F portfolio, value $941,516.

    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 14,534 shares
    Change vs previous 13F +851 shares

    <0.01% of the 13F portfolio, value $927,705.

    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 13,683 shares
    Change vs previous 13F -78 shares

    <0.01% of the 13F portfolio, value $859,292.

    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 13,761 shares
    Change vs previous 13F -114 shares

    <0.01% of the 13F portfolio, value $802,817.

    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 13,875 shares
    Change vs previous 13F +223 shares

    <0.01% of the 13F portfolio, value $804,611.

    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 13,652 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $855,980.

    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).