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Disclosery

ASSETMARK, INC: HEI position timeline

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

ASSETMARK, INC held 27,318 HEI 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 27,318 shares
    Change vs previous 13F +48 shares

    0.02% of the 13F portfolio, value $9,730,414.

    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 27,270 shares
    Change vs previous 13F -33 shares

    0.02% of the 13F portfolio, value $7,477,446.

    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 27,303 shares
    Change vs previous 13F +621 shares

    0.02% of the 13F portfolio, value $8,834,985.

    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 26,682 shares
    Change vs previous 13F +1,139 shares

    0.02% of the 13F portfolio, value $8,613,491.

    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 25,543 shares
    Change vs previous 13F +2,196 shares

    0.02% of the 13F portfolio, value $8,378,107.

    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 23,347 shares
    Change vs previous 13F -227 shares

    0.02% of the 13F portfolio, value $6,238,090.

    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 23,574 shares
    Change vs previous 13F -559 shares

    0.02% of the 13F portfolio, value $5,604,483.

    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 24,133 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,310,297.

    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).