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Disclosery

ASSETMARK, INC: IEUR position timeline

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

ASSETMARK, INC held 2,550,620 IEUR 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 2,550,620 shares
    Change vs previous 13F +169,900 shares

    0.33% of the 13F portfolio, value $191,730,130.

    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 2,380,720 shares
    Change vs previous 13F +501,422 shares

    0.34% of the 13F portfolio, value $167,293,196.

    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 1,879,298 shares
    Change vs previous 13F -87,381 shares

    0.27% of the 13F portfolio, value $133,392,550.

    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 1,966,679 shares
    Change vs previous 13F -11,158 shares

    0.29% of the 13F portfolio, value $133,970,161.

    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 1,977,837 shares
    Change vs previous 13F +168,774 shares

    0.31% of the 13F portfolio, value $130,932,841.

    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 1,809,063 shares
    Change vs previous 13F +47,495 shares

    0.3% of the 13F portfolio, value $108,815,113.

    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 1,761,568 shares
    Change vs previous 13F +30,921 shares

    0.26% of the 13F portfolio, value $95,089,437.

    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 1,730,647 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $105,448,350.

    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).