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Disclosery

ASSETMARK, INC: HYLB position timeline

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

ASSETMARK, INC held 885,297 HYLB 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 885,297 shares
    Change vs previous 13F -4,836 shares

    0.06% of the 13F portfolio, value $32,331,046.

    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 890,133 shares
    Change vs previous 13F +5,439 shares

    0.07% of the 13F portfolio, value $32,187,209.

    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 884,694 shares
    Change vs previous 13F -279,802 shares

    0.07% of the 13F portfolio, value $32,583,280.

    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 1,164,496 shares
    Change vs previous 13F +46,416 shares

    0.09% of the 13F portfolio, value $43,214,447.

    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 1,118,080 shares
    Change vs previous 13F +553,256 shares

    0.1% of the 13F portfolio, value $41,279,514.

    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 564,824 shares
    Change vs previous 13F -11,773 shares

    0.06% of the 13F portfolio, value $20,418,388.

    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 576,597 shares
    Change vs previous 13F -13,679 shares

    0.06% of the 13F portfolio, value $20,803,620.

    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 590,276 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $21,792,990.

    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).