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Disclosery

ASSETMARK, INC: EG position timeline

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

ASSETMARK, INC held 296,814 EG 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 296,814 shares
    Change vs previous 13F +8,967 shares

    0.18% of the 13F portfolio, value $106,030,942.

    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 287,847 shares
    Change vs previous 13F +7,539 shares

    0.19% of the 13F portfolio, value $94,082,892.

    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 280,308 shares
    Change vs previous 13F -143,062 shares

    0.19% of the 13F portfolio, value $95,122,678.

    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 423,370 shares
    Change vs previous 13F -23,199 shares

    0.32% of the 13F portfolio, value $148,276,765.

    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 446,569 shares
    Change vs previous 13F +39,346 shares

    0.36% of the 13F portfolio, value $151,766,421.

    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 407,223 shares
    Change vs previous 13F -8,415 shares

    0.41% of the 13F portfolio, value $147,956,403.

    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 415,638 shares
    Change vs previous 13F +5,649 shares

    0.41% of the 13F portfolio, value $150,651,998.

    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 409,989 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $160,646,067.

    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).