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Disclosery

ASSETMARK, INC: HAL position timeline

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

ASSETMARK, INC held 74,137 HAL 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 74,137 shares
    Change vs previous 13F +9,033 shares

    <0.01% of the 13F portfolio, value $2,516,947.

    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 65,104 shares
    Change vs previous 13F +5,869 shares

    0.01% of the 13F portfolio, value $2,538,417.

    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 59,235 shares
    Change vs previous 13F +9,879 shares

    <0.01% of the 13F portfolio, value $1,673,990.

    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 49,356 shares
    Change vs previous 13F +4,082 shares

    <0.01% of the 13F portfolio, value $1,214,148.

    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 45,274 shares
    Change vs previous 13F -23,937 shares

    <0.01% of the 13F portfolio, value $922,691.

    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 69,211 shares
    Change vs previous 13F +5,655 shares

    <0.01% of the 13F portfolio, value $1,755,878.

    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 63,556 shares
    Change vs previous 13F +8,392 shares

    <0.01% of the 13F portfolio, value $1,728,087.

    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 55,164 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,602,507.

    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).