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Disclosery

ASSETMARK, INC: STE position timeline

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

ASSETMARK, INC held 14,203 STE 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 14,203 shares
    Change vs previous 13F +577 shares

    0.01% of the 13F portfolio, value $2,990,812.

    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 13,626 shares
    Change vs previous 13F -1,462 shares

    0.01% of the 13F portfolio, value $3,013,203.

    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 15,088 shares
    Change vs previous 13F +497 shares

    0.01% of the 13F portfolio, value $3,825,234.

    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 14,591 shares
    Change vs previous 13F -4,003 shares

    0.01% of the 13F portfolio, value $3,610,290.

    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 18,594 shares
    Change vs previous 13F +1,687 shares

    0.01% of the 13F portfolio, value $4,466,766.

    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 16,907 shares
    Change vs previous 13F -563 shares

    0.01% of the 13F portfolio, value $3,832,036.

    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 17,470 shares
    Change vs previous 13F +4,060 shares

    0.01% of the 13F portfolio, value $3,591,177.

    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 13,410 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,252,497.

    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).