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Disclosery

ASSETMARK, INC: HII position timeline

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

ASSETMARK, INC held 44,758 HII 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 44,758 shares
    Change vs previous 13F +4,757 shares

    0.02% of the 13F portfolio, value $12,527,195.

    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 40,001 shares
    Change vs previous 13F +5,531 shares

    0.03% of the 13F portfolio, value $15,196,352.

    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 34,470 shares
    Change vs previous 13F +4,781 shares

    0.02% of the 13F portfolio, value $11,722,124.

    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 29,689 shares
    Change vs previous 13F +6,694 shares

    0.02% of the 13F portfolio, value $8,547,902.

    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 22,995 shares
    Change vs previous 13F +12,074 shares

    0.01% of the 13F portfolio, value $5,552,466.

    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 10,921 shares
    Change vs previous 13F +3,119 shares

    0.01% of the 13F portfolio, value $2,228,321.

    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 7,802 shares
    Change vs previous 13F +7,456 shares

    <0.01% of the 13F portfolio, value $1,474,344.

    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 346 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $91,475.

    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).