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Disclosery

ASSETMARK, INC: EFAV position timeline

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

ASSETMARK, INC held 424,169 EFAV 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 424,169 shares
    Change vs previous 13F +3,455 shares

    0.06% of the 13F portfolio, value $37,203,869.

    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 420,714 shares
    Change vs previous 13F -9,070 shares

    0.08% of the 13F portfolio, value $38,440,637.

    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 429,784 shares
    Change vs previous 13F -90,595 shares

    0.08% of the 13F portfolio, value $37,068,880.

    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 520,379 shares
    Change vs previous 13F +7,260 shares

    0.09% of the 13F portfolio, value $44,143,730.

    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 513,119 shares
    Change vs previous 13F +278,742 shares

    0.1% of the 13F portfolio, value $43,132,742.

    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 234,377 shares
    Change vs previous 13F +27,805 shares

    0.05% of the 13F portfolio, value $18,262,622.

    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 206,572 shares
    Change vs previous 13F +1,495 shares

    0.04% of the 13F portfolio, value $14,606,693.

    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 205,077 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,729,429.

    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).