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Disclosery

ASSETMARK, INC: ESGE position timeline

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

ASSETMARK, INC held 84,868 ESGE 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 84,868 shares
    Change vs previous 13F -16,450 shares

    0.01% of the 13F portfolio, value $4,641,431.

    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 101,318 shares
    Change vs previous 13F -7,347 shares

    0.01% of the 13F portfolio, value $4,606,929.

    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 108,665 shares
    Change vs previous 13F +13,917 shares

    0.01% of the 13F portfolio, value $4,799,733.

    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 94,748 shares
    Change vs previous 13F +8,151 shares

    0.01% of the 13F portfolio, value $4,113,958.

    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 86,597 shares
    Change vs previous 13F +17,341 shares

    0.01% of the 13F portfolio, value $3,392,004.

    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 69,256 shares
    Change vs previous 13F +430 shares

    0.01% of the 13F portfolio, value $2,420,497.

    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 68,826 shares
    Change vs previous 13F +5,075 shares

    0.01% of the 13F portfolio, value $2,298,100.

    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 63,751 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,321,174.

    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).