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Disclosery

ASSETMARK, INC: NUHY position timeline

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

ASSETMARK, INC held 61,032 NUHY 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 61,032 shares
    Change vs previous 13F -7,552 shares

    <0.01% of the 13F portfolio, value $1,308,233.

    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 68,584 shares
    Change vs previous 13F +1,330 shares

    <0.01% of the 13F portfolio, value $1,452,609.

    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 67,254 shares
    Change vs previous 13F +6,012 shares

    <0.01% of the 13F portfolio, value $1,452,350.

    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 61,242 shares
    Change vs previous 13F +7,434 shares

    <0.01% of the 13F portfolio, value $1,333,238.

    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 53,808 shares
    Change vs previous 13F +3,417 shares

    <0.01% of the 13F portfolio, value $1,168,139.

    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 50,391 shares
    Change vs previous 13F +5,433 shares

    <0.01% of the 13F portfolio, value $1,067,281.

    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 44,958 shares
    Change vs previous 13F +3,871 shares

    <0.01% of the 13F portfolio, value $949,963.

    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 41,087 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $891,588.

    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).