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Disclosery

ASSETMARK, INC: USIG position timeline

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

ASSETMARK, INC held 10,298,259 USIG 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 10,298,259 shares
    Change vs previous 13F +123,448 shares

    0.91% of the 13F portfolio, value $528,197,726.

    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 10,174,811 shares
    Change vs previous 13F +510,490 shares

    1.06% of the 13F portfolio, value $521,255,574.

    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 9,664,321 shares
    Change vs previous 13F +193,297 shares

    1.02% of the 13F portfolio, value $500,321,920.

    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 9,471,024 shares
    Change vs previous 13F +2,251,907 shares

    1.06% of the 13F portfolio, value $494,576,891.

    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 7,219,117 shares
    Change vs previous 13F +64,606 shares

    0.88% of the 13F portfolio, value $371,351,359.

    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 7,154,511 shares
    Change vs previous 13F -635,952 shares

    1% of the 13F portfolio, value $365,452,405.

    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 7,790,463 shares
    Change vs previous 13F +1,805,202 shares

    1.06% of the 13F portfolio, value $391,704,480.

    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 5,985,261 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $314,705,002.

    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).