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Disclosery

ASSETMARK, INC: EWL position timeline

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

ASSETMARK, INC held 7,211 EWL 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 7,211 shares
    Change vs previous 13F +1,614 shares

    <0.01% of the 13F portfolio, value $453,211.

    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 5,597 shares
    Change vs previous 13F -142 shares

    <0.01% of the 13F portfolio, value $329,160.

    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 5,739 shares
    Change vs previous 13F -208 shares

    <0.01% of the 13F portfolio, value $344,110.

    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 5,947 shares
    Change vs previous 13F -158 shares

    <0.01% of the 13F portfolio, value $328,512.

    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 6,105 shares
    Change vs previous 13F -1,507 shares

    <0.01% of the 13F portfolio, value $334,615.

    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 7,612 shares
    Change vs previous 13F -85,238 shares

    <0.01% of the 13F portfolio, value $394,225.

    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 92,850 shares
    Change vs previous 13F -1,284 shares

    0.01% of the 13F portfolio, value $4,267,386.

    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 94,134 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,904,381.

    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).