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Disclosery

ASSETMARK, INC: HEI-A position timeline

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

ASSETMARK, INC held 20,499 HEI-A 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 20,499 shares
    Change vs previous 13F +1,176 shares

    0.01% of the 13F portfolio, value $5,286,911.

    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 19,323 shares
    Change vs previous 13F +1,415 shares

    0.01% of the 13F portfolio, value $4,078,903.

    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 17,908 shares
    Change vs previous 13F +1,594 shares

    0.01% of the 13F portfolio, value $4,520,438.

    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 16,314 shares
    Change vs previous 13F -2,936 shares

    0.01% of the 13F portfolio, value $4,145,284.

    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 19,250 shares
    Change vs previous 13F +637 shares

    0.01% of the 13F portfolio, value $4,980,997.

    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 18,613 shares
    Change vs previous 13F +1,859 shares

    0.01% of the 13F portfolio, value $3,926,832.

    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 16,754 shares
    Change vs previous 13F +1,555 shares

    0.01% of the 13F portfolio, value $3,117,625.

    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 15,199 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,096,993.

    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).