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Disclosery

ASSETMARK, INC: EFA position timeline

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

ASSETMARK, INC held 55,542 EFA 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 55,542 shares
    Change vs previous 13F +24,079 shares

    0.01% of the 13F portfolio, value $5,769,706.

    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 31,463 shares
    Change vs previous 13F -1,885 shares

    0.01% of the 13F portfolio, value $3,056,047.

    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 33,348 shares
    Change vs previous 13F +8,511 shares

    0.01% of the 13F portfolio, value $3,202,454.

    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 24,837 shares
    Change vs previous 13F +13,486 shares

    <0.01% of the 13F portfolio, value $2,319,062.

    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 11,351 shares
    Change vs previous 13F +909 shares

    <0.01% of the 13F portfolio, value $1,014,695.

    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 10,442 shares
    Change vs previous 13F -20,874 shares

    <0.01% of the 13F portfolio, value $853,452.

    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 31,316 shares
    Change vs previous 13F +21,256 shares

    0.01% of the 13F portfolio, value $2,367,828.

    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 10,060 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $841,345.

    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).