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Disclosery

ASSETMARK, INC: EMR position timeline

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

ASSETMARK, INC held 18,073 EMR 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 18,073 shares
    Change vs previous 13F +1,589 shares

    <0.01% of the 13F portfolio, value $2,587,167.

    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 16,484 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $2,159,736.

    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 15,977 shares
    Change vs previous 13F +2,157 shares

    <0.01% of the 13F portfolio, value $2,120,417.

    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 13,820 shares
    Change vs previous 13F +1,200 shares

    <0.01% of the 13F portfolio, value $1,812,963.

    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 12,620 shares
    Change vs previous 13F +2,167 shares

    <0.01% of the 13F portfolio, value $1,682,657.

    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 10,453 shares
    Change vs previous 13F +1,738 shares

    <0.01% of the 13F portfolio, value $1,146,067.

    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 8,715 shares
    Change vs previous 13F +956 shares

    <0.01% of the 13F portfolio, value $1,080,050.

    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 7,759 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $848,602.

    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).