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Disclosery

ASSETMARK, INC: PFGC position timeline

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

ASSETMARK, INC held 12,500 PFGC 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 12,500 shares
    Change vs previous 13F -69,815 shares

    <0.01% of the 13F portfolio, value $1,397,375.

    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 82,315 shares
    Change vs previous 13F +478 shares

    0.01% of the 13F portfolio, value $7,051,103.

    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 81,837 shares
    Change vs previous 13F +1,995 shares

    0.02% of the 13F portfolio, value $7,358,783.

    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 79,842 shares
    Change vs previous 13F -17,602 shares

    0.02% of the 13F portfolio, value $8,306,762.

    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 97,444 shares
    Change vs previous 13F +29,776 shares

    0.02% of the 13F portfolio, value $8,523,427.

    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 67,668 shares
    Change vs previous 13F +1,697 shares

    0.01% of the 13F portfolio, value $5,320,735.

    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 65,971 shares
    Change vs previous 13F +1,850 shares

    0.02% of the 13F portfolio, value $5,577,848.

    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 64,121 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,025,163.

    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).