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Disclosery

ASSETMARK, INC: FLHY position timeline

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

ASSETMARK, INC held 837,340 FLHY 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 837,340 shares
    Change vs previous 13F +6,007 shares

    0.03% of the 13F portfolio, value $20,338,992.

    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 831,333 shares
    Change vs previous 13F -1,515 shares

    0.04% of the 13F portfolio, value $20,068,367.

    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 832,848 shares
    Change vs previous 13F +42,330 shares

    0.04% of the 13F portfolio, value $20,333,984.

    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 790,518 shares
    Change vs previous 13F +110,362 shares

    0.04% of the 13F portfolio, value $19,391,407.

    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 680,156 shares
    Change vs previous 13F +671,815 shares

    0.04% of the 13F portfolio, value $16,561,799.

    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 8,341 shares
    Change vs previous 13F +2,301 shares

    <0.01% of the 13F portfolio, value $198,766.

    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 6,040 shares
    Change vs previous 13F -939 shares

    <0.01% of the 13F portfolio, value $144,175.

    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 6,979 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $170,602.

    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).