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Disclosery

ASSETMARK, INC: IGSB position timeline

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

ASSETMARK, INC held 1,695,928 IGSB 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 1,695,928 shares
    Change vs previous 13F +4,295 shares

    0.15% of the 13F portfolio, value $88,883,610.

    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 1,691,633 shares
    Change vs previous 13F +81,706 shares

    0.18% of the 13F portfolio, value $88,912,206.

    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 1,609,927 shares
    Change vs previous 13F +233,657 shares

    0.17% of the 13F portfolio, value $85,132,937.

    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 1,376,270 shares
    Change vs previous 13F +83,493 shares

    0.16% of the 13F portfolio, value $72,983,594.

    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 1,292,777 shares
    Change vs previous 13F +26,437 shares

    0.16% of the 13F portfolio, value $68,206,927.

    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 1,266,340 shares
    Change vs previous 13F -464,549 shares

    0.18% of the 13F portfolio, value $66,318,234.

    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 1,730,889 shares
    Change vs previous 13F +227,854 shares

    0.24% of the 13F portfolio, value $89,486,938.

    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 1,503,035 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $79,149,813.

    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).