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Disclosery

ASSETMARK, INC: NEE position timeline

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

ASSETMARK, INC held 213,170 NEE 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 213,170 shares
    Change vs previous 13F +19,089 shares

    0.03% of the 13F portfolio, value $18,709,916.

    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 194,081 shares
    Change vs previous 13F -23,230 shares

    0.04% of the 13F portfolio, value $18,026,205.

    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 217,311 shares
    Change vs previous 13F +11,814 shares

    0.04% of the 13F portfolio, value $17,445,701.

    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 205,497 shares
    Change vs previous 13F +3,688 shares

    0.03% of the 13F portfolio, value $15,512,990.

    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 201,809 shares
    Change vs previous 13F +19,960 shares

    0.03% of the 13F portfolio, value $14,009,610.

    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 181,849 shares
    Change vs previous 13F -3,694 shares

    0.04% of the 13F portfolio, value $12,891,251.

    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 185,543 shares
    Change vs previous 13F +23,037 shares

    0.04% of the 13F portfolio, value $13,301,576.

    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 162,506 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,736,633.

    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).