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Disclosery

ASSETMARK, INC: PHG position timeline

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

ASSETMARK, INC held 8,060 PHG 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 8,060 shares
    Change vs previous 13F -9,198 shares

    <0.01% of the 13F portfolio, value $219,145.

    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 17,258 shares
    Change vs previous 13F +11,328 shares

    <0.01% of the 13F portfolio, value $472,875.

    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 5,930 shares
    Change vs previous 13F +2,003 shares

    <0.01% of the 13F portfolio, value $160,590.

    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 3,927 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $107,056.

    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 3,829 shares
    Change vs previous 13F -55,977 shares

    <0.01% of the 13F portfolio, value $91,814.

    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 59,806 shares
    Change vs previous 13F +982 shares

    <0.01% of the 13F portfolio, value $1,519,066.

    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 58,824 shares
    Change vs previous 13F +785 shares

    <0.01% of the 13F portfolio, value $1,489,417.

    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 58,039 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,899,028.

    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).