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Disclosery

ASSETMARK, INC: IUSG position timeline

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

ASSETMARK, INC held 1,559 IUSG 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 1,559 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $293,232.

    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 1,412 shares
    Change vs previous 13F -1,762 shares

    <0.01% of the 13F portfolio, value $219,015.

    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 3,174 shares
    Change vs previous 13F +1,969 shares

    <0.01% of the 13F portfolio, value $533,042.

    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 1,205 shares
    Change vs previous 13F +201 shares

    <0.01% of the 13F portfolio, value $198,271.

    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 1,004 shares
    Change vs previous 13F -1,834 shares

    <0.01% of the 13F portfolio, value $151,002.

    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 2,838 shares
    Change vs previous 13F -25,844 shares

    <0.01% of the 13F portfolio, value $360,653.

    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 28,682 shares
    Change vs previous 13F +28,239 shares

    0.01% of the 13F portfolio, value $3,996,837.

    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 443 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $58,436.

    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).