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Disclosery

ASSETMARK, INC: EXE position timeline

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

ASSETMARK, INC held 1,569 EXE 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 1,569 shares
    Change vs previous 13F +1,122 shares

    <0.01% of the 13F portfolio, value $143,077.

    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 447 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $49,072.

    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 414 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $45,689.

    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 268 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $28,472.

    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 256 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $29,937.

    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 72 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $8,015.

    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 34 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,385.

    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).