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Disclosery

ASSETMARK, INC: FE position timeline

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

ASSETMARK, INC held 86,656 FE 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 86,656 shares
    Change vs previous 13F +12,410 shares

    0.01% of the 13F portfolio, value $4,119,628.

    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 74,246 shares
    Change vs previous 13F +17,438 shares

    0.01% of the 13F portfolio, value $3,761,316.

    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 56,808 shares
    Change vs previous 13F +2,777 shares

    0.01% of the 13F portfolio, value $2,543,304.

    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 54,031 shares
    Change vs previous 13F +8,750 shares

    0.01% of the 13F portfolio, value $2,475,710.

    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 45,281 shares
    Change vs previous 13F +27,754 shares

    <0.01% of the 13F portfolio, value $1,823,000.

    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 17,527 shares
    Change vs previous 13F +15,970 shares

    <0.01% of the 13F portfolio, value $708,441.

    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 1,557 shares
    Change vs previous 13F +870 shares

    <0.01% of the 13F portfolio, value $61,937.

    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 687 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,468.

    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).