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Disclosery

ASSETMARK, INC: NEM position timeline

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

ASSETMARK, INC held 3,016,738 NEM 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 3,016,738 shares
    Change vs previous 13F -27,936 shares

    0.48% of the 13F portfolio, value $281,763,285.

    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 3,044,674 shares
    Change vs previous 13F +174,179 shares

    0.67% of the 13F portfolio, value $329,585,913.

    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 2,870,495 shares
    Change vs previous 13F +2,294,396 shares

    0.58% of the 13F portfolio, value $286,618,943.

    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 576,099 shares
    Change vs previous 13F +568,437 shares

    0.1% of the 13F portfolio, value $48,570,918.

    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 7,662 shares
    Change vs previous 13F +6,365 shares

    <0.01% of the 13F portfolio, value $446,399.

    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 1,297 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $62,625.

    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 1,261 shares
    Change vs previous 13F +820 shares

    <0.01% of the 13F portfolio, value $46,934.

    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 441 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,571.

    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).