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Disclosery

ASSETMARK, INC: FERG position timeline

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

ASSETMARK, INC held 84,132 FERG 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 84,132 shares
    Change vs previous 13F +6,070 shares

    0.03% of the 13F portfolio, value $19,967,157.

    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 78,062 shares
    Change vs previous 13F +47,498 shares

    0.04% of the 13F portfolio, value $18,208,679.

    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 30,564 shares
    Change vs previous 13F +26,531 shares

    0.01% of the 13F portfolio, value $6,804,456.

    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 4,033 shares
    Change vs previous 13F +277 shares

    <0.01% of the 13F portfolio, value $905,741.

    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 3,756 shares
    Change vs previous 13F +3,430 shares

    <0.01% of the 13F portfolio, value $817,869.

    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 326 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $52,256.

    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 333 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $57,821.

    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 236 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,888.

    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).