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Disclosery

ASSETMARK, INC: EFX position timeline

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

ASSETMARK, INC held 9,173 EFX 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 9,173 shares
    Change vs previous 13F -11,062 shares

    <0.01% of the 13F portfolio, value $1,455,977.

    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 20,235 shares
    Change vs previous 13F +901 shares

    0.01% of the 13F portfolio, value $3,643,729.

    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 19,334 shares
    Change vs previous 13F +1,962 shares

    0.01% of the 13F portfolio, value $4,195,098.

    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 17,372 shares
    Change vs previous 13F +8,642 shares

    0.01% of the 13F portfolio, value $4,456,504.

    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 8,730 shares
    Change vs previous 13F +844 shares

    0.01% of the 13F portfolio, value $2,264,384.

    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 7,886 shares
    Change vs previous 13F +557 shares

    0.01% of the 13F portfolio, value $1,920,726.

    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 7,329 shares
    Change vs previous 13F +741 shares

    0.01% of the 13F portfolio, value $1,867,807.

    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 6,588 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,935,962.

    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).