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Disclosery

ASSETMARK, INC: HYG position timeline

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

ASSETMARK, INC held 6,908,843 HYG 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 6,908,843 shares
    Change vs previous 13F -32,823 shares

    0.95% of the 13F portfolio, value $552,500,170.

    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 6,941,666 shares
    Change vs previous 13F -63,789 shares

    1.13% of the 13F portfolio, value $552,278,915.

    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 7,005,455 shares
    Change vs previous 13F -307,276 shares

    1.15% of the 13F portfolio, value $564,849,855.

    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 7,312,731 shares
    Change vs previous 13F +1,290,901 shares

    1.27% of the 13F portfolio, value $593,720,667.

    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 6,021,830 shares
    Change vs previous 13F -1,319,440 shares

    1.15% of the 13F portfolio, value $485,660,630.

    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 7,341,270 shares
    Change vs previous 13F +41,597 shares

    1.59% of the 13F portfolio, value $579,152,829.

    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 7,299,673 shares
    Change vs previous 13F +186,790 shares

    1.56% of the 13F portfolio, value $574,119,266.

    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 7,112,883 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $571,164,519.

    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).