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Disclosery

ASSETMARK, INC: EMHY position timeline

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

ASSETMARK, INC held 1,466,720 EMHY 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 1,466,720 shares
    Change vs previous 13F +96,918 shares

    0.1% of the 13F portfolio, value $59,644,174.

    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 1,369,802 shares
    Change vs previous 13F +118,767 shares

    0.11% of the 13F portfolio, value $53,942,787.

    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 1,251,035 shares
    Change vs previous 13F +106,553 shares

    0.1% of the 13F portfolio, value $50,504,298.

    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 1,144,482 shares
    Change vs previous 13F +102,949 shares

    0.1% of the 13F portfolio, value $45,424,506.

    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 1,041,533 shares
    Change vs previous 13F +64,930 shares

    0.1% of the 13F portfolio, value $40,588,558.

    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 976,603 shares
    Change vs previous 13F +74,953 shares

    0.1% of the 13F portfolio, value $37,335,539.

    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 901,650 shares
    Change vs previous 13F +75,848 shares

    0.09% of the 13F portfolio, value $34,244,677.

    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 825,802 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $32,222,801.

    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).