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Disclosery

ASSETMARK, INC: SCHE position timeline

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

ASSETMARK, INC held 3,851 SCHE 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 3,851 shares
    Change vs previous 13F +102 shares

    <0.01% of the 13F portfolio, value $139,640.

    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 3,749 shares
    Change vs previous 13F +260 shares

    <0.01% of the 13F portfolio, value $123,532.

    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 3,489 shares
    Change vs previous 13F +74 shares

    <0.01% of the 13F portfolio, value $114,267.

    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 3,415 shares
    Change vs previous 13F +490 shares

    <0.01% of the 13F portfolio, value $113,959.

    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 2,925 shares
    Change vs previous 13F +1,501 shares

    <0.01% of the 13F portfolio, value $88,160.

    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 1,424 shares
    Change vs previous 13F +311 shares

    <0.01% of the 13F portfolio, value $39,260.

    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 1,113 shares
    Change vs previous 13F +880 shares

    <0.01% of the 13F portfolio, value $29,639.

    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 233 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,799.

    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).