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Disclosery

ASSETMARK, INC: ERIC position timeline

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

ASSETMARK, INC held 139,603 ERIC 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 139,603 shares
    Change vs previous 13F +6,227 shares

    <0.01% of the 13F portfolio, value $1,556,573.

    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 133,376 shares
    Change vs previous 13F -3,164 shares

    <0.01% of the 13F portfolio, value $1,503,148.

    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 136,540 shares
    Change vs previous 13F -3,011 shares

    <0.01% of the 13F portfolio, value $1,317,611.

    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 139,551 shares
    Change vs previous 13F +6,873 shares

    <0.01% of the 13F portfolio, value $1,154,087.

    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 132,678 shares
    Change vs previous 13F +53,710 shares

    <0.01% of the 13F portfolio, value $1,125,109.

    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 78,968 shares
    Change vs previous 13F -19,445 shares

    <0.01% of the 13F portfolio, value $612,792.

    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 98,413 shares
    Change vs previous 13F +86,031 shares

    <0.01% of the 13F portfolio, value $793,209.

    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 12,382 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $93,856.

    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).