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Disclosery

ASSETMARK, INC: SCHA position timeline

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

ASSETMARK, INC held 9,858 SCHA 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 9,858 shares
    Change vs previous 13F +2,254 shares

    <0.01% of the 13F portfolio, value $356,170.

    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 7,604 shares
    Change vs previous 13F +691 shares

    <0.01% of the 13F portfolio, value $221,124.

    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 6,913 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $196,882.

    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 6,495 shares
    Change vs previous 13F +1,488 shares

    <0.01% of the 13F portfolio, value $181,211.

    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 5,007 shares
    Change vs previous 13F +2,017 shares

    <0.01% of the 13F portfolio, value $126,677.

    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 2,990 shares
    Change vs previous 13F +516 shares

    <0.01% of the 13F portfolio, value $70,056.

    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 2,474 shares
    Change vs previous 13F +1,356 shares

    <0.01% of the 13F portfolio, value $63,978.

    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 1,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,577.

    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).