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Disclosery

ASSETMARK, INC: SDY position timeline

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

ASSETMARK, INC held 3,738 SDY 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 3,738 shares
    Change vs previous 13F +721 shares

    <0.01% of the 13F portfolio, value $568,798.

    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 3,017 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $440,250.

    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 3,058 shares
    Change vs previous 13F -481 shares

    <0.01% of the 13F portfolio, value $425,588.

    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 3,539 shares
    Change vs previous 13F -234,240 shares

    <0.01% of the 13F portfolio, value $495,672.

    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 237,779 shares
    Change vs previous 13F -5,028 shares

    0.08% of the 13F portfolio, value $32,273,705.

    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 242,807 shares
    Change vs previous 13F -435,638 shares

    0.09% of the 13F portfolio, value $32,944,087.

    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 678,445 shares
    Change vs previous 13F +678,191 shares

    0.24% of the 13F portfolio, value $89,622,534.

    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 254 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,078.

    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).