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Disclosery

ASSETMARK, INC: IEFA position timeline

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

ASSETMARK, INC held 9,554,572 IEFA 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 9,554,572 shares
    Change vs previous 13F +776,251 shares

    1.59% of the 13F portfolio, value $922,780,533.

    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 8,778,321 shares
    Change vs previous 13F +413,330 shares

    1.62% of the 13F portfolio, value $794,701,413.

    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 8,364,991 shares
    Change vs previous 13F +324,352 shares

    1.53% of the 13F portfolio, value $748,332,084.

    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 8,040,639 shares
    Change vs previous 13F +458,177 shares

    1.5% of the 13F portfolio, value $702,028,218.

    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 7,582,462 shares
    Change vs previous 13F +193,517 shares

    1.49% of the 13F portfolio, value $632,983,969.

    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 7,388,945 shares
    Change vs previous 13F +32,765 shares

    1.54% of the 13F portfolio, value $558,973,682.

    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 7,356,180 shares
    Change vs previous 13F -210,001 shares

    1.4% of the 13F portfolio, value $516,992,327.

    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 7,566,181 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $590,540,437.

    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).