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Disclosery

ASSETMARK, INC: EPR position timeline

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

ASSETMARK, INC held 28,954 EPR 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 28,954 shares
    Change vs previous 13F -944 shares

    <0.01% of the 13F portfolio, value $1,679,622.

    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 29,898 shares
    Change vs previous 13F +1,563 shares

    <0.01% of the 13F portfolio, value $1,493,704.

    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 ended2024-09-30
    13F 28,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,389,548.

    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).