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Disclosery

ASSETMARK, INC: HYS position timeline

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

ASSETMARK, INC held 531,701 HYS 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 531,701 shares
    Change vs previous 13F -81,805 shares

    0.09% of the 13F portfolio, value $49,724,707.

    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 613,506 shares
    Change vs previous 13F +689 shares

    0.12% of the 13F portfolio, value $57,221,664.

    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 612,817 shares
    Change vs previous 13F -43,122 shares

    0.12% of the 13F portfolio, value $58,107,319.

    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 655,939 shares
    Change vs previous 13F +11,126 shares

    0.13% of the 13F portfolio, value $62,760,222.

    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 644,813 shares
    Change vs previous 13F -14,063 shares

    0.14% of the 13F portfolio, value $61,263,672.

    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 658,876 shares
    Change vs previous 13F -7,564 shares

    0.17% of the 13F portfolio, value $61,710,312.

    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 666,440 shares
    Change vs previous 13F +435 shares

    0.17% of the 13F portfolio, value $62,432,055.

    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 666,005 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $63,603,453.

    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).