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Disclosery

ASSETMARK, INC: IEMG position timeline

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

ASSETMARK, INC held 9,531,385 IEMG 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 9,531,385 shares
    Change vs previous 13F +234,352 shares

    1.36% of the 13F portfolio, value $789,579,971.

    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 9,297,033 shares
    Change vs previous 13F +366,914 shares

    1.32% of the 13F portfolio, value $648,468,063.

    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 8,930,119 shares
    Change vs previous 13F +73,233 shares

    1.22% of the 13F portfolio, value $600,282,596.

    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 8,856,886 shares
    Change vs previous 13F +85,071 shares

    1.25% of the 13F portfolio, value $583,845,953.

    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 8,771,815 shares
    Change vs previous 13F -281,959 shares

    1.24% of the 13F portfolio, value $526,572,058.

    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 9,053,774 shares
    Change vs previous 13F +85,189 shares

    1.34% of the 13F portfolio, value $488,632,159.

    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 8,968,585 shares
    Change vs previous 13F +256,898 shares

    1.27% of the 13F portfolio, value $468,339,518.

    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 8,711,687 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $500,137,975.

    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).