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Disclosery

ASSETMARK, INC: ELV position timeline

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

ASSETMARK, INC held 158,971 ELV 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 158,971 shares
    Change vs previous 13F +13,446 shares

    0.11% of the 13F portfolio, value $61,478,853.

    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 145,525 shares
    Change vs previous 13F +39,837 shares

    0.09% of the 13F portfolio, value $42,602,317.

    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 105,688 shares
    Change vs previous 13F +18,913 shares

    0.08% of the 13F portfolio, value $37,049,019.

    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 86,775 shares
    Change vs previous 13F +19,078 shares

    0.06% of the 13F portfolio, value $28,038,838.

    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 67,697 shares
    Change vs previous 13F +25,933 shares

    0.06% of the 13F portfolio, value $26,331,525.

    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 41,764 shares
    Change vs previous 13F +4,266 shares

    0.05% of the 13F portfolio, value $18,165,719.

    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 37,498 shares
    Change vs previous 13F +25,363 shares

    0.04% of the 13F portfolio, value $13,832,929.

    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 12,135 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,310,073.

    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).