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Disclosery

ASSETMARK, INC: BKHY position timeline

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

ASSETMARK, INC held 210,767 BKHY 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 210,767 shares
    Change vs previous 13F -9,615 shares

    0.02% of the 13F portfolio, value $10,034,554.

    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 220,382 shares
    Change vs previous 13F +2,630 shares

    0.02% of the 13F portfolio, value $10,448,332.

    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 217,752 shares
    Change vs previous 13F -169,668 shares

    0.02% of the 13F portfolio, value $10,467,339.

    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 387,420 shares
    Change vs previous 13F +172,771 shares

    0.04% of the 13F portfolio, value $18,867,763.

    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 214,649 shares
    Change vs previous 13F +12,894 shares

    0.02% of the 13F portfolio, value $10,364,198.

    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 201,755 shares
    Change vs previous 13F +791 shares

    0.03% of the 13F portfolio, value $9,609,550.

    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 200,964 shares
    Change vs previous 13F +15,204 shares

    0.03% of the 13F portfolio, value $9,583,973.

    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 185,760 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,074,376.

    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).