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ASSETMARK, INC: DHI position timeline

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

ASSETMARK, INC held 392,029 DHI 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 392,029 shares
    Change vs previous 13F -32,958 shares

    0.11% of the 13F portfolio, value $63,853,764.

    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 424,987 shares
    Change vs previous 13F -6,779 shares

    0.12% of the 13F portfolio, value $58,316,762.

    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 431,766 shares
    Change vs previous 13F +24,508 shares

    0.13% of the 13F portfolio, value $62,187,252.

    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 407,258 shares
    Change vs previous 13F -100,963 shares

    0.15% of the 13F portfolio, value $69,017,952.

    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 508,221 shares
    Change vs previous 13F +49,456 shares

    0.15% of the 13F portfolio, value $65,519,812.

    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 458,765 shares
    Change vs previous 13F +1,074 shares

    0.16% of the 13F portfolio, value $58,322,759.

    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 457,691 shares
    Change vs previous 13F -2,423 shares

    0.17% of the 13F portfolio, value $63,994,378.

    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 460,114 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $87,775,891.

    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).