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Disclosery

ASSETMARK, INC: SDVY position timeline

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

ASSETMARK, INC held 6,286 SDVY 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 6,286 shares
    Change vs previous 13F +248 shares

    <0.01% of the 13F portfolio, value $271,178.

    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 6,038 shares
    Change vs previous 13F +446 shares

    <0.01% of the 13F portfolio, value $238,078.

    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 5,592 shares
    Change vs previous 13F +656 shares

    <0.01% of the 13F portfolio, value $214,285.

    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 4,936 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $187,664.

    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 4,597 shares
    Change vs previous 13F -1,390 shares

    <0.01% of the 13F portfolio, value $162,182.

    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 5,987 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $200,565.

    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 5,963 shares
    Change vs previous 13F +2,752 shares

    <0.01% of the 13F portfolio, value $213,774.

    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 3,211 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $116,816.

    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).