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Disclosery

ASSETMARK, INC: IEF position timeline

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

ASSETMARK, INC held 590,829 IEF 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 590,829 shares
    Change vs previous 13F -745,230 shares

    0.1% of the 13F portfolio, value $55,874,711.

    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 1,336,059 shares
    Change vs previous 13F +328,290 shares

    0.26% of the 13F portfolio, value $127,513,442.

    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 1,007,769 shares
    Change vs previous 13F +13,133 shares

    0.2% of the 13F portfolio, value $96,907,083.

    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 994,636 shares
    Change vs previous 13F +24,680 shares

    0.21% of the 13F portfolio, value $95,942,552.

    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 969,956 shares
    Change vs previous 13F +430,111 shares

    0.22% of the 13F portfolio, value $92,892,728.

    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 539,845 shares
    Change vs previous 13F +265,397 shares

    0.14% of the 13F portfolio, value $51,485,056.

    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 274,448 shares
    Change vs previous 13F +41,367 shares

    0.07% of the 13F portfolio, value $25,372,734.

    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 233,081 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $22,869,908.

    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).