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Disclosery

ASSETMARK, INC: SDG position timeline

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

ASSETMARK, INC held 1,235 SDG 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 1,235 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $110,447.

    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 1,212 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $101,750.

    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 1,262 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $106,291.

    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 1,302 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $108,327.

    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 1,313 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $99,604.

    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 1,395 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $100,984.

    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 1,474 shares
    Change vs previous 13F -91 shares

    <0.01% of the 13F portfolio, value $105,479.

    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 1,565 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $132,696.

    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).