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Disclosery

ASSETMARK, INC: LHX position timeline

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

ASSETMARK, INC held 14,992 LHX 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 14,992 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $4,356,644.

    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 14,986 shares
    Change vs previous 13F -728 shares

    0.01% of the 13F portfolio, value $5,172,543.

    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 15,714 shares
    Change vs previous 13F +3,647 shares

    0.01% of the 13F portfolio, value $4,613,255.

    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 12,067 shares
    Change vs previous 13F -9,337 shares

    0.01% of the 13F portfolio, value $3,685,317.

    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 21,404 shares
    Change vs previous 13F -1,427 shares

    0.01% of the 13F portfolio, value $5,368,877.

    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 22,831 shares
    Change vs previous 13F +4,259 shares

    0.01% of the 13F portfolio, value $4,778,837.

    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 18,572 shares
    Change vs previous 13F +916 shares

    0.01% of the 13F portfolio, value $3,905,346.

    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 17,656 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,199,907.

    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).