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Disclosery

ASSETMARK, INC: MLRG position timeline

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

ASSETMARK, INC held 85 MLRG 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 85 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $8,810.

    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 89 shares
    Change vs previous 13F -2,210 shares

    <0.01% of the 13F portfolio, value $7,998.

    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 2,299 shares
    Change vs previous 13F +2,261 shares

    <0.01% of the 13F portfolio, value $216,980.

    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 38 shares
    Change vs previous 13F -1,665 shares

    <0.01% of the 13F portfolio, value $3,512.

    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 1,703 shares
    Change vs previous 13F -16,382 shares

    <0.01% of the 13F portfolio, value $146,083.

    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 18,085 shares
    Change vs previous 13F -5,093 shares

    <0.01% of the 13F portfolio, value $1,397,247.

    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 23,178 shares
    Change vs previous 13F +23,105 shares

    0.01% of the 13F portfolio, value $1,881,126.

    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 73 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,792.

    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).