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Disclosery

ASSETMARK, INC: EL position timeline

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

ASSETMARK, INC held 12,810 EL 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 12,810 shares
    Change vs previous 13F +1,670 shares

    <0.01% of the 13F portfolio, value $1,011,357.

    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 11,140 shares
    Change vs previous 13F -2,275 shares

    <0.01% of the 13F portfolio, value $799,535.

    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 13,415 shares
    Change vs previous 13F +660 shares

    <0.01% of the 13F portfolio, value $1,404,812.

    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 12,755 shares
    Change vs previous 13F +3,694 shares

    <0.01% of the 13F portfolio, value $1,123,950.

    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 9,061 shares
    Change vs previous 13F +5,197 shares

    <0.01% of the 13F portfolio, value $732,092.

    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 3,864 shares
    Change vs previous 13F -34,205 shares

    <0.01% of the 13F portfolio, value $254,996.

    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 38,069 shares
    Change vs previous 13F +3,753 shares

    0.01% of the 13F portfolio, value $2,854,381.

    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 34,316 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,421,008.

    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).