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Disclosery

ASSETMARK, INC: EMB position timeline

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

ASSETMARK, INC held 470,810 EMB 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 470,810 shares
    Change vs previous 13F +131,028 shares

    0.08% of the 13F portfolio, value $45,404,938.

    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 339,782 shares
    Change vs previous 13F -988,554 shares

    0.07% of the 13F portfolio, value $31,915,748.

    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 1,328,336 shares
    Change vs previous 13F -310,106 shares

    0.26% of the 13F portfolio, value $127,892,188.

    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 1,638,442 shares
    Change vs previous 13F +1,157,784 shares

    0.33% of the 13F portfolio, value $155,963,308.

    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 480,658 shares
    Change vs previous 13F -1,220,487 shares

    0.11% of the 13F portfolio, value $44,518,585.

    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 1,701,145 shares
    Change vs previous 13F -106,875 shares

    0.42% of the 13F portfolio, value $154,106,704.

    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 1,808,020 shares
    Change vs previous 13F -99,613 shares

    0.44% of the 13F portfolio, value $160,986,102.

    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 1,907,633 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $178,516,296.

    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).