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Disclosery

ASSETMARK, INC: EFG position timeline

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

ASSETMARK, INC held 30,588 EFG 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 30,588 shares
    Change vs previous 13F +3,043 shares

    0.01% of the 13F portfolio, value $3,805,796.

    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 27,545 shares
    Change vs previous 13F +11,093 shares

    0.01% of the 13F portfolio, value $3,067,679.

    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 16,452 shares
    Change vs previous 13F +742 shares

    <0.01% of the 13F portfolio, value $1,874,204.

    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 15,710 shares
    Change vs previous 13F -35,419 shares

    <0.01% of the 13F portfolio, value $1,789,015.

    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 51,129 shares
    Change vs previous 13F +8,595 shares

    0.01% of the 13F portfolio, value $5,726,409.

    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 42,534 shares
    Change vs previous 13F -25,858 shares

    0.01% of the 13F portfolio, value $4,253,400.

    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 68,392 shares
    Change vs previous 13F +19,816 shares

    0.02% of the 13F portfolio, value $6,622,397.

    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 48,576 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,229,206.

    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).