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Disclosery

ASSETMARK, INC: EVRG position timeline

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

ASSETMARK, INC held 73,478 EVRG 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 73,478 shares
    Change vs previous 13F +17,243 shares

    0.01% of the 13F portfolio, value $6,350,687.

    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 56,235 shares
    Change vs previous 13F +2,739 shares

    0.01% of the 13F portfolio, value $4,606,806.

    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 53,496 shares
    Change vs previous 13F +1,069 shares

    0.01% of the 13F portfolio, value $3,877,907.

    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 52,427 shares
    Change vs previous 13F +15,379 shares

    0.01% of the 13F portfolio, value $3,985,503.

    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 37,048 shares
    Change vs previous 13F +15,296 shares

    0.01% of the 13F portfolio, value $2,553,740.

    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 21,752 shares
    Change vs previous 13F +1,277 shares

    <0.01% of the 13F portfolio, value $1,499,795.

    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 20,475 shares
    Change vs previous 13F +634 shares

    <0.01% of the 13F portfolio, value $1,260,229.

    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 19,841 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,230,333.

    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).