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Disclosery

ASSETMARK, INC: HIG position timeline

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

ASSETMARK, INC held 787,534 HIG 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 787,534 shares
    Change vs previous 13F +19,493 shares

    0.18% of the 13F portfolio, value $104,364,029.

    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 768,041 shares
    Change vs previous 13F +32,135 shares

    0.21% of the 13F portfolio, value $103,862,166.

    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 735,906 shares
    Change vs previous 13F -7,583 shares

    0.21% of the 13F portfolio, value $101,407,817.

    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 743,489 shares
    Change vs previous 13F +11,158 shares

    0.21% of the 13F portfolio, value $99,173,966.

    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 732,331 shares
    Change vs previous 13F -28,007 shares

    0.22% of the 13F portfolio, value $92,910,811.

    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 760,338 shares
    Change vs previous 13F -127,041 shares

    0.26% of the 13F portfolio, value $94,076,581.

    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 887,379 shares
    Change vs previous 13F +14,408 shares

    0.26% of the 13F portfolio, value $97,079,215.

    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 872,971 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $102,670,096.

    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).