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Disclosery

ASSETMARK, INC: HALO position timeline

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

ASSETMARK, INC held 174,334 HALO 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 174,334 shares
    Change vs previous 13F +7,717 shares

    0.02% of the 13F portfolio, value $13,645,122.

    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 166,617 shares
    Change vs previous 13F +29,202 shares

    0.02% of the 13F portfolio, value $10,768,457.

    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 137,415 shares
    Change vs previous 13F +14,568 shares

    0.02% of the 13F portfolio, value $9,248,030.

    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 122,847 shares
    Change vs previous 13F +1,309 shares

    0.02% of the 13F portfolio, value $9,009,599.

    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 121,538 shares
    Change vs previous 13F +15,567 shares

    0.01% of the 13F portfolio, value $6,322,407.

    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 105,971 shares
    Change vs previous 13F +3,200 shares

    0.02% of the 13F portfolio, value $6,762,010.

    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 102,771 shares
    Change vs previous 13F +9,612 shares

    0.01% of the 13F portfolio, value $4,913,482.

    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 93,159 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,332,421.

    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).