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Disclosery

ASSETMARK, INC: HYEM position timeline

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

ASSETMARK, INC held 720,015 HYEM 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 720,015 shares
    Change vs previous 13F -9,320 shares

    0.02% of the 13F portfolio, value $14,479,502.

    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 729,335 shares
    Change vs previous 13F +84,849 shares

    0.03% of the 13F portfolio, value $14,389,780.

    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 644,486 shares
    Change vs previous 13F +19,306 shares

    0.03% of the 13F portfolio, value $12,818,827.

    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 625,180 shares
    Change vs previous 13F -38,793 shares

    0.03% of the 13F portfolio, value $12,534,859.

    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 663,973 shares
    Change vs previous 13F -69,182 shares

    0.03% of the 13F portfolio, value $13,159,945.

    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 733,155 shares
    Change vs previous 13F -3,852 shares

    0.04% of the 13F portfolio, value $14,406,496.

    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 737,007 shares
    Change vs previous 13F +7,974 shares

    0.04% of the 13F portfolio, value $14,349,526.

    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 729,033 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,500,466.

    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).