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Disclosery

ASSETMARK, INC: JEF position timeline

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

ASSETMARK, INC held 915 JEF 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 915 shares
    Change vs previous 13F +538 shares

    <0.01% of the 13F portfolio, value $45,732.

    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 377 shares
    Change vs previous 13F -2,875 shares

    <0.01% of the 13F portfolio, value $15,559.

    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 3,252 shares
    Change vs previous 13F +99 shares

    <0.01% of the 13F portfolio, value $201,526.

    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 3,153 shares
    Change vs previous 13F +527 shares

    <0.01% of the 13F portfolio, value $206,269.

    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 2,626 shares
    Change vs previous 13F +105 shares

    <0.01% of the 13F portfolio, value $143,616.

    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 2,521 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $135,050.

    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 2,584 shares
    Change vs previous 13F +2,332 shares

    <0.01% of the 13F portfolio, value $202,586.

    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 252 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,511.

    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).