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Disclosery

ASSETMARK, INC: FLGB position timeline

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

ASSETMARK, INC held 145,238 FLGB 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 145,238 shares
    Change vs previous 13F -147,558 shares

    0.01% of the 13F portfolio, value $5,125,442.

    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 292,796 shares
    Change vs previous 13F +6,176 shares

    0.02% of the 13F portfolio, value $10,177,575.

    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 286,620 shares
    Change vs previous 13F -1,613 shares

    0.02% of the 13F portfolio, value $9,673,427.

    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 288,233 shares
    Change vs previous 13F -8,378 shares

    0.02% of the 13F portfolio, value $9,312,808.

    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 296,611 shares
    Change vs previous 13F +196,762 shares

    0.02% of the 13F portfolio, value $9,085,182.

    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 99,849 shares
    Change vs previous 13F -29,359 shares

    0.01% of the 13F portfolio, value $2,861,807.

    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 129,208 shares
    Change vs previous 13F +128,354 shares

    0.01% of the 13F portfolio, value $3,383,967.

    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 854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,381.

    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).