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Disclosery

ASSETMARK, INC: PG position timeline

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

ASSETMARK, INC held 1,399,764 PG 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 1,399,764 shares
    Change vs previous 13F +21,462 shares

    0.35% of the 13F portfolio, value $205,261,338.

    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 1,378,302 shares
    Change vs previous 13F +5,898 shares

    0.41% of the 13F portfolio, value $199,082,003.

    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 1,372,404 shares
    Change vs previous 13F +8,412 shares

    0.4% of the 13F portfolio, value $196,679,180.

    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 1,363,992 shares
    Change vs previous 13F -164,931 shares

    0.45% of the 13F portfolio, value $209,577,418.

    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 1,528,923 shares
    Change vs previous 13F +81,411 shares

    0.58% of the 13F portfolio, value $243,588,078.

    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 1,447,512 shares
    Change vs previous 13F -7,259 shares

    0.68% of the 13F portfolio, value $246,684,962.

    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 1,454,771 shares
    Change vs previous 13F +21,696 shares

    0.66% of the 13F portfolio, value $243,892,397.

    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 1,433,075 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $248,208,563.

    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).