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Disclosery

ASSETMARK, INC: NUEM position timeline

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

ASSETMARK, INC held 55,059 NUEM 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 55,059 shares
    Change vs previous 13F +381 shares

    <0.01% of the 13F portfolio, value $2,336,489.

    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 54,678 shares
    Change vs previous 13F +1,380 shares

    <0.01% of the 13F portfolio, value $2,008,799.

    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 53,298 shares
    Change vs previous 13F +2,559 shares

    <0.01% of the 13F portfolio, value $1,896,343.

    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 50,739 shares
    Change vs previous 13F +3,839 shares

    <0.01% of the 13F portfolio, value $1,810,875.

    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 46,900 shares
    Change vs previous 13F -481 shares

    <0.01% of the 13F portfolio, value $1,557,549.

    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 47,381 shares
    Change vs previous 13F +4,855 shares

    <0.01% of the 13F portfolio, value $1,385,894.

    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 42,526 shares
    Change vs previous 13F +1,621 shares

    <0.01% of the 13F portfolio, value $1,234,105.

    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 40,905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,268,873.

    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).