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Disclosery

ASSETMARK, INC: LUV position timeline

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

ASSETMARK, INC held 2,485 LUV 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 2,485 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $127,765.

    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 2,399 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $90,113.

    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 2,631 shares
    Change vs previous 13F -508 shares

    <0.01% of the 13F portfolio, value $108,754.

    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 3,139 shares
    Change vs previous 13F +1,377 shares

    <0.01% of the 13F portfolio, value $100,177.

    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 1,762 shares
    Change vs previous 13F +709 shares

    <0.01% of the 13F portfolio, value $57,162.

    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 1,053 shares
    Change vs previous 13F -65,134 shares

    <0.01% of the 13F portfolio, value $35,359.

    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 66,187 shares
    Change vs previous 13F -78,505 shares

    0.01% of the 13F portfolio, value $2,225,191.

    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 144,692 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,287,232.

    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).