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Disclosery

ASSETMARK, INC: EFV position timeline

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

ASSETMARK, INC held 194,912 EFV 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 194,912 shares
    Change vs previous 13F +70,392 shares

    0.03% of the 13F portfolio, value $14,920,544.

    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 124,520 shares
    Change vs previous 13F -708,315 shares

    0.02% of the 13F portfolio, value $9,258,069.

    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 832,835 shares
    Change vs previous 13F +666,703 shares

    0.12% of the 13F portfolio, value $59,472,749.

    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 166,132 shares
    Change vs previous 13F -37,810 shares

    0.02% of the 13F portfolio, value $11,268,708.

    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 203,942 shares
    Change vs previous 13F +90,442 shares

    0.03% of the 13F portfolio, value $12,946,260.

    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 113,500 shares
    Change vs previous 13F -95,802 shares

    0.02% of the 13F portfolio, value $6,689,690.

    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 209,302 shares
    Change vs previous 13F +103,814 shares

    0.03% of the 13F portfolio, value $10,982,093.

    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 105,488 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,068,725.

    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).