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Disclosery

ASSETMARK, INC: EPI position timeline

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

ASSETMARK, INC held 4,947 EPI 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 4,947 shares
    Change vs previous 13F -233 shares

    <0.01% of the 13F portfolio, value $211,633.

    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 5,180 shares
    Change vs previous 13F -132 shares

    <0.01% of the 13F portfolio, value $211,344.

    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 5,312 shares
    Change vs previous 13F -626 shares

    <0.01% of the 13F portfolio, value $245,892.

    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 5,938 shares
    Change vs previous 13F +1,034 shares

    <0.01% of the 13F portfolio, value $262,460.

    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 4,904 shares
    Change vs previous 13F -1,251 shares

    <0.01% of the 13F portfolio, value $232,793.

    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 6,155 shares
    Change vs previous 13F -765,386 shares

    <0.01% of the 13F portfolio, value $269,035.

    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 771,541 shares
    Change vs previous 13F -384,730 shares

    0.09% of the 13F portfolio, value $34,927,661.

    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 1,156,271 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $58,345,435.

    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).