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Disclosery

ASSETMARK, INC: EXLS position timeline

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

ASSETMARK, INC held 572 EXLS 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 572 shares
    Change vs previous 13F +402 shares

    <0.01% of the 13F portfolio, value $14,792.

    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 170 shares
    Change vs previous 13F -2,038 shares

    <0.01% of the 13F portfolio, value $5,177.

    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 2,208 shares
    Change vs previous 13F -397 shares

    <0.01% of the 13F portfolio, value $93,708.

    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 2,605 shares
    Change vs previous 13F -589 shares

    <0.01% of the 13F portfolio, value $114,698.

    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 3,194 shares
    Change vs previous 13F -24,240 shares

    <0.01% of the 13F portfolio, value $139,865.

    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 27,434 shares
    Change vs previous 13F +827 shares

    <0.01% of the 13F portfolio, value $1,295,159.

    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 26,607 shares
    Change vs previous 13F +1,746 shares

    <0.01% of the 13F portfolio, value $1,180,819.

    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 24,861 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $948,447.

    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).