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Disclosery

ASSETMARK, INC: EWX position timeline

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

ASSETMARK, INC held 1,794 EWX 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 1,794 shares
    Change vs previous 13F -444,631 shares

    <0.01% of the 13F portfolio, value $133,304.

    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 446,425 shares
    Change vs previous 13F -3,213 shares

    0.06% of the 13F portfolio, value $29,517,621.

    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 449,638 shares
    Change vs previous 13F +449,618 shares

    0.06% of the 13F portfolio, value $29,521,522.

    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 20 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,346.

    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 20 shares
    Change vs previous 13F -583 shares

    <0.01% of the 13F portfolio, value $1,241.

    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 603 shares
    Change vs previous 13F -1,541 shares

    <0.01% of the 13F portfolio, value $34,148.

    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 2,144 shares
    Change vs previous 13F +308 shares

    <0.01% of the 13F portfolio, value $125,660.

    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 1,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $114,530.

    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).