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ASSETMARK, INC: LYG position timeline

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

ASSETMARK, INC held 4,635,820 LYG 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 4,635,820 shares
    Change vs previous 13F +785,827 shares

    0.05% of the 13F portfolio, value $27,026,831.

    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 3,849,993 shares
    Change vs previous 13F +433,849 shares

    0.04% of the 13F portfolio, value $19,365,463.

    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 3,416,144 shares
    Change vs previous 13F +660,256 shares

    0.04% of the 13F portfolio, value $18,105,565.

    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 2,755,888 shares
    Change vs previous 13F +727,211 shares

    0.03% of the 13F portfolio, value $12,511,732.

    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 2,028,677 shares
    Change vs previous 13F +1,207,960 shares

    0.02% of the 13F portfolio, value $8,621,879.

    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 820,717 shares
    Change vs previous 13F +180,515 shares

    0.01% of the 13F portfolio, value $3,135,138.

    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 640,202 shares
    Change vs previous 13F +620,325 shares

    <0.01% of the 13F portfolio, value $1,741,349.

    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 19,877 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $62,016.

    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).