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Disclosery

ASSETMARK, INC: MCHI position timeline

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

ASSETMARK, INC held 220,963 MCHI 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 220,963 shares
    Change vs previous 13F +159,777 shares

    0.02% of the 13F portfolio, value $11,274,651.

    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 61,186 shares
    Change vs previous 13F +2,909 shares

    0.01% of the 13F portfolio, value $3,437,446.

    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 58,277 shares
    Change vs previous 13F -29,527 shares

    0.01% of the 13F portfolio, value $3,500,711.

    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 87,804 shares
    Change vs previous 13F -3,269 shares

    0.01% of the 13F portfolio, value $5,781,907.

    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 91,073 shares
    Change vs previous 13F +41,192 shares

    0.01% of the 13F portfolio, value $5,018,108.

    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 49,881 shares
    Change vs previous 13F -14,696 shares

    0.01% of the 13F portfolio, value $2,713,521.

    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 64,577 shares
    Change vs previous 13F +64,171 shares

    0.01% of the 13F portfolio, value $3,026,058.

    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 406 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,669.

    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).