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Disclosery

ASSETMARK, INC: ESGD position timeline

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

ASSETMARK, INC held 12,524 ESGD 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 12,524 shares
    Change vs previous 13F -7,182 shares

    <0.01% of the 13F portfolio, value $1,287,592.

    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 19,706 shares
    Change vs previous 13F +286 shares

    <0.01% of the 13F portfolio, value $1,884,288.

    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 19,420 shares
    Change vs previous 13F -3,061 shares

    <0.01% of the 13F portfolio, value $1,846,648.

    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 22,481 shares
    Change vs previous 13F +8,340 shares

    <0.01% of the 13F portfolio, value $2,090,283.

    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 14,141 shares
    Change vs previous 13F +13,496 shares

    <0.01% of the 13F portfolio, value $1,261,636.

    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 645 shares
    Change vs previous 13F -818 shares

    <0.01% of the 13F portfolio, value $52,690.

    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 1,463 shares
    Change vs previous 13F +776 shares

    <0.01% of the 13F portfolio, value $111,393.

    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 687 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,825.

    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).