ASSETMARK, INC: FELE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on FELE, newest first. How the timeline and the estimate are built.
ASSETMARK, INC held 226 FELE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 226 sharesChange vs previous 13F -3 shares
<0.01% of the 13F portfolio, value $24,225.
13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 229 sharesChange vs previous 13F +139 shares
<0.01% of the 13F portfolio, value $21,107.
13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 90 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $8,598.
13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 90 sharesChange vs previous 13F -8 shares
<0.01% of the 13F portfolio, value $8,568.
13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 98 sharesChange vs previous 13F +43 shares
<0.01% of the 13F portfolio, value $8,795.
13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 55 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,163.
13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $5,360.
13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 48 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $5,031.
13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).