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Disclosery

ASSETMARK, INC: NULG position timeline

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

ASSETMARK, INC held 62,774 NULG 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 62,774 shares
    Change vs previous 13F -629 shares

    0.01% of the 13F portfolio, value $7,348,356.

    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 63,403 shares
    Change vs previous 13F +3,171 shares

    0.01% of the 13F portfolio, value $5,765,869.

    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 60,232 shares
    Change vs previous 13F +3,335 shares

    0.01% of the 13F portfolio, value $5,890,690.

    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 56,897 shares
    Change vs previous 13F +1,650 shares

    0.01% of the 13F portfolio, value $5,658,407.

    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 55,247 shares
    Change vs previous 13F +1,707 shares

    0.01% of the 13F portfolio, value $5,190,456.

    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 53,540 shares
    Change vs previous 13F +3,360 shares

    0.01% of the 13F portfolio, value $4,191,106.

    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 50,180 shares
    Change vs previous 13F +2,106 shares

    0.01% of the 13F portfolio, value $4,307,451.

    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 48,074 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,972,355.

    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).