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Disclosery

ASSETMARK, INC: MUFG position timeline

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

ASSETMARK, INC held 52,322 MUFG 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 52,322 shares
    Change vs previous 13F +541 shares

    <0.01% of the 13F portfolio, value $1,040,688.

    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 51,781 shares
    Change vs previous 13F -5,476 shares

    <0.01% of the 13F portfolio, value $878,726.

    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 57,257 shares
    Change vs previous 13F +3,945 shares

    <0.01% of the 13F portfolio, value $908,099.

    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 53,312 shares
    Change vs previous 13F +10,193 shares

    <0.01% of the 13F portfolio, value $849,787.

    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 43,119 shares
    Change vs previous 13F -167 shares

    <0.01% of the 13F portfolio, value $591,591.

    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 43,286 shares
    Change vs previous 13F -1,628 shares

    <0.01% of the 13F portfolio, value $589,988.

    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 44,914 shares
    Change vs previous 13F -1,144 shares

    <0.01% of the 13F portfolio, value $526,392.

    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 46,058 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $468,870.

    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).