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Disclosery

ASSETMARK, INC: HIW position timeline

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

ASSETMARK, INC held 5,551 HIW 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 5,551 shares
    Change vs previous 13F -45,544 shares

    <0.01% of the 13F portfolio, value $167,418.

    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 51,095 shares
    Change vs previous 13F +8,957 shares

    <0.01% of the 13F portfolio, value $1,093,944.

    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 42,138 shares
    Change vs previous 13F -7,960 shares

    <0.01% of the 13F portfolio, value $1,088,003.

    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 50,098 shares
    Change vs previous 13F +1,190 shares

    <0.01% of the 13F portfolio, value $1,594,118.

    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 48,908 shares
    Change vs previous 13F +2,271 shares

    <0.01% of the 13F portfolio, value $1,520,550.

    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 46,637 shares
    Change vs previous 13F +2,906 shares

    <0.01% of the 13F portfolio, value $1,382,321.

    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 43,731 shares
    Change vs previous 13F +34,477 shares

    <0.01% of the 13F portfolio, value $1,337,294.

    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 9,254 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,102.

    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).