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Disclosery

ASSETMARK, INC: EMBJ position timeline

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

ASSETMARK, INC held 344,971 EMBJ 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 344,971 shares
    Change vs previous 13F -164,992 shares

    0.04% of the 13F portfolio, value $22,009,151.

    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 509,963 shares
    Change vs previous 13F +27,560 shares

    0.06% of the 13F portfolio, value $30,261,212.

    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 482,403 shares
    Change vs previous 13F +12,275 shares

    0.06% of the 13F portfolio, value $31,052,312.

    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 470,128 shares
    Change vs previous 13F +5,142 shares

    0.06% of the 13F portfolio, value $28,419,264.

    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 464,986 shares
    Change vs previous 13F +390,559 shares

    0.06% of the 13F portfolio, value $26,462,379.

    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 74,427 shares
    Change vs previous 13F -2,745 shares

    0.01% of the 13F portfolio, value $3,438,527.

    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 77,172 shares
    Change vs previous 13F +77,144 shares

    0.01% of the 13F portfolio, value $2,830,669.

    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 28 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $990.

    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).