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Disclosery

ASSETMARK, INC: BBHY position timeline

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

ASSETMARK, INC held 91,277 BBHY 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 91,277 shares
    Change vs previous 13F -3,101 shares

    0.01% of the 13F portfolio, value $4,207,413.

    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 94,378 shares
    Change vs previous 13F -50,416 shares

    0.01% of the 13F portfolio, value $4,325,344.

    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 144,794 shares
    Change vs previous 13F -122 shares

    0.01% of the 13F portfolio, value $6,732,921.

    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 144,916 shares
    Change vs previous 13F +4,404 shares

    0.01% of the 13F portfolio, value $6,811,052.

    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 140,512 shares
    Change vs previous 13F -109,744 shares

    0.02% of the 13F portfolio, value $6,553,480.

    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 250,256 shares
    Change vs previous 13F -10,553 shares

    0.03% of the 13F portfolio, value $11,524,289.

    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 260,809 shares
    Change vs previous 13F -50,507 shares

    0.03% of the 13F portfolio, value $12,018,079.

    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 311,316 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,743,926.

    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).