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Disclosery

ASSETMARK, INC: EQT position timeline

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

ASSETMARK, INC held 85,591 EQT 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 85,591 shares
    Change vs previous 13F +1,448 shares

    0.01% of the 13F portfolio, value $4,550,852.

    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 84,143 shares
    Change vs previous 13F +27,783 shares

    0.01% of the 13F portfolio, value $5,354,884.

    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 56,360 shares
    Change vs previous 13F -3,152 shares

    0.01% of the 13F portfolio, value $3,020,906.

    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 59,512 shares
    Change vs previous 13F -2,611 shares

    0.01% of the 13F portfolio, value $3,239,226.

    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 62,123 shares
    Change vs previous 13F +4,450 shares

    0.01% of the 13F portfolio, value $3,623,031.

    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 57,673 shares
    Change vs previous 13F +16,562 shares

    0.01% of the 13F portfolio, value $3,081,468.

    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 41,111 shares
    Change vs previous 13F +13,212 shares

    0.01% of the 13F portfolio, value $1,895,628.

    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 27,899 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,022,219.

    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).