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Disclosery

ASSETMARK, INC: HPE position timeline

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

ASSETMARK, INC held 315,460 HPE 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 315,460 shares
    Change vs previous 13F +171,600 shares

    0.02% of the 13F portfolio, value $14,230,392.

    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 143,860 shares
    Change vs previous 13F -14,016 shares

    0.01% of the 13F portfolio, value $3,425,304.

    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 157,876 shares
    Change vs previous 13F +1,006 shares

    0.01% of the 13F portfolio, value $3,792,174.

    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 156,870 shares
    Change vs previous 13F +48,758 shares

    0.01% of the 13F portfolio, value $3,852,720.

    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 108,112 shares
    Change vs previous 13F +39,053 shares

    0.01% of the 13F portfolio, value $2,210,888.

    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 69,059 shares
    Change vs previous 13F -1,156 shares

    <0.01% of the 13F portfolio, value $1,065,580.

    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 70,215 shares
    Change vs previous 13F +2,613 shares

    <0.01% of the 13F portfolio, value $1,499,090.

    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 67,602 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,383,137.

    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).