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Disclosery

ASSETMARK, INC: EVSD position timeline

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

ASSETMARK, INC held 65,723 EVSD 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 65,723 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $3,342,343.

    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 65,953 shares
    Change vs previous 13F -6,625 shares

    0.01% of the 13F portfolio, value $3,359,646.

    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 72,578 shares
    Change vs previous 13F -23,391 shares

    0.01% of the 13F portfolio, value $3,733,681.

    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 95,969 shares
    Change vs previous 13F -21,091 shares

    0.01% of the 13F portfolio, value $4,933,286.

    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 117,060 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,985,278.

    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).