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Disclosery

ASSETMARK, INC: IEI position timeline

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

ASSETMARK, INC held 3,939,898 IEI 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 3,939,898 shares
    Change vs previous 13F +587,473 shares

    0.8% of the 13F portfolio, value $462,740,992.

    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 3,352,425 shares
    Change vs previous 13F +300,397 shares

    0.81% of the 13F portfolio, value $397,597,633.

    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 3,052,028 shares
    Change vs previous 13F +190,019 shares

    0.74% of the 13F portfolio, value $364,259,501.

    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 2,862,009 shares
    Change vs previous 13F +315,648 shares

    0.73% of the 13F portfolio, value $342,038,710.

    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 2,546,361 shares
    Change vs previous 13F +250,180 shares

    0.72% of the 13F portfolio, value $303,246,151.

    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 2,296,181 shares
    Change vs previous 13F +148,796 shares

    0.75% of the 13F portfolio, value $271,259,325.

    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 2,147,385 shares
    Change vs previous 13F +197,809 shares

    0.67% of the 13F portfolio, value $248,130,348.

    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 1,949,576 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $233,179,015.

    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).