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Disclosery

ASSETMARK, INC: PCG position timeline

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

ASSETMARK, INC held 5,828 PCG 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 5,828 shares
    Change vs previous 13F +646 shares

    <0.01% of the 13F portfolio, value $98,027.

    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 5,182 shares
    Change vs previous 13F -66,616 shares

    <0.01% of the 13F portfolio, value $91,048.

    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 71,798 shares
    Change vs previous 13F +2,534 shares

    <0.01% of the 13F portfolio, value $1,153,800.

    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 69,264 shares
    Change vs previous 13F -49,934 shares

    <0.01% of the 13F portfolio, value $1,044,508.

    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 119,198 shares
    Change vs previous 13F -3,115 shares

    <0.01% of the 13F portfolio, value $1,661,613.

    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 122,313 shares
    Change vs previous 13F +30,438 shares

    0.01% of the 13F portfolio, value $2,101,344.

    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 91,875 shares
    Change vs previous 13F +5,212 shares

    0.01% of the 13F portfolio, value $1,854,046.

    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 86,663 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,713,335.

    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).