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Disclosery

ASSETMARK, INC: EXC position timeline

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

ASSETMARK, INC held 14,119 EXC 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 14,119 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $658,214.

    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 14,263 shares
    Change vs previous 13F -35,223 shares

    <0.01% of the 13F portfolio, value $699,184.

    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 49,486 shares
    Change vs previous 13F -3,988 shares

    <0.01% of the 13F portfolio, value $2,157,113.

    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 53,474 shares
    Change vs previous 13F +2,644 shares

    0.01% of the 13F portfolio, value $2,406,885.

    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 50,830 shares
    Change vs previous 13F +5,505 shares

    0.01% of the 13F portfolio, value $2,207,060.

    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 45,325 shares
    Change vs previous 13F -920 shares

    0.01% of the 13F portfolio, value $2,088,576.

    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 46,245 shares
    Change vs previous 13F +6,634 shares

    <0.01% of the 13F portfolio, value $1,740,662.

    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 39,611 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,606,226.

    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).