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Disclosery

ASSETMARK, INC: MGK position timeline

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

ASSETMARK, INC held 42,386,669 MGK 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 42,386,669 shares
    Change vs previous 13F +33,899,908 shares

    6.41% of the 13F portfolio, value $3,726,212,066.

    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 8,486,761 shares
    Change vs previous 13F -104,071 shares

    6.36% of the 13F portfolio, value $3,118,375,350.

    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 8,590,832 shares
    Change vs previous 13F +87,636 shares

    7.23% of the 13F portfolio, value $3,546,037,854.

    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 8,503,196 shares
    Change vs previous 13F +558,602 shares

    7.34% of the 13F portfolio, value $3,421,856,234.

    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 7,944,594 shares
    Change vs previous 13F +227,615 shares

    6.87% of the 13F portfolio, value $2,909,072,017.

    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 7,716,979 shares
    Change vs previous 13F +258,515 shares

    5.9% of the 13F portfolio, value $2,147,483,647.

    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 7,458,464 shares
    Change vs previous 13F +5,196 shares

    6.96% of the 13F portfolio, value $2,561,310,996.

    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 7,453,268 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $2,147,483,647.

    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).