Skip to content
Disclosery

ASSETMARK, INC: ESPO position timeline

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

ASSETMARK, INC held 3,749 ESPO 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 3,749 shares
    Change vs previous 13F -800 shares

    <0.01% of the 13F portfolio, value $336,473.

    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 4,549 shares
    Change vs previous 13F -135,878 shares

    <0.01% of the 13F portfolio, value $411,684.

    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 140,427 shares
    Change vs previous 13F +37,069 shares

    0.03% of the 13F portfolio, value $14,548,968.

    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 103,358 shares
    Change vs previous 13F +67,775 shares

    0.03% of the 13F portfolio, value $12,530,090.

    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 35,583 shares
    Change vs previous 13F +5,655 shares

    0.01% of the 13F portfolio, value $3,897,762.

    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 29,928 shares
    Change vs previous 13F +5,070 shares

    0.01% of the 13F portfolio, value $2,582,188.

    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 24,858 shares
    Change vs previous 13F +2,935 shares

    0.01% of the 13F portfolio, value $2,072,660.

    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 21,923 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,667,902.

    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).