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Disclosery

ASSETMARK, INC: SGOV position timeline

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

ASSETMARK, INC held 45,149 SGOV 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 45,149 shares
    Change vs previous 13F +14,392 shares

    0.01% of the 13F portfolio, value $4,545,150.

    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 30,757 shares
    Change vs previous 13F -24,463 shares

    0.01% of the 13F portfolio, value $3,095,968.

    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 55,220 shares
    Change vs previous 13F +18,337 shares

    0.01% of the 13F portfolio, value $5,543,017.

    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 36,883 shares
    Change vs previous 13F -6,188 shares

    0.01% of the 13F portfolio, value $3,714,151.

    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 43,071 shares
    Change vs previous 13F -35,128 shares

    0.01% of the 13F portfolio, value $4,336,841.

    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 78,199 shares
    Change vs previous 13F +41,267 shares

    0.02% of the 13F portfolio, value $7,872,293.

    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 36,932 shares
    Change vs previous 13F +25,222 shares

    0.01% of the 13F portfolio, value $3,705,018.

    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 11,710 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,179,431.

    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).