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Disclosery

ASSETMARK, INC: PHM position timeline

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

ASSETMARK, INC held 455,101 PHM 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 455,101 shares
    Change vs previous 13F -44,679 shares

    0.11% of the 13F portfolio, value $62,444,397.

    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 499,780 shares
    Change vs previous 13F -133,540 shares

    0.12% of the 13F portfolio, value $58,779,153.

    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 633,320 shares
    Change vs previous 13F +33,929 shares

    0.15% of the 13F portfolio, value $74,263,152.

    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 599,391 shares
    Change vs previous 13F -57,093 shares

    0.17% of the 13F portfolio, value $79,197,534.

    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 656,484 shares
    Change vs previous 13F +37,883 shares

    0.16% of the 13F portfolio, value $69,232,850.

    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 618,601 shares
    Change vs previous 13F +3,154 shares

    0.17% of the 13F portfolio, value $63,592,169.

    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 615,447 shares
    Change vs previous 13F +9,409 shares

    0.18% of the 13F portfolio, value $67,022,227.

    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 606,038 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $86,984,580.

    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).