Skip to content
Disclosery

ASSETMARK, INC: SHEL position timeline

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

ASSETMARK, INC held 31,078 SHEL 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 31,078 shares
    Change vs previous 13F -5,375 shares

    <0.01% of the 13F portfolio, value $2,409,783.

    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 36,453 shares
    Change vs previous 13F -49,866 shares

    0.01% of the 13F portfolio, value $3,390,125.

    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 86,319 shares
    Change vs previous 13F +6,723 shares

    0.01% of the 13F portfolio, value $6,342,690.

    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 79,596 shares
    Change vs previous 13F +17,650 shares

    0.01% of the 13F portfolio, value $5,693,528.

    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 61,946 shares
    Change vs previous 13F +10,023 shares

    0.01% of the 13F portfolio, value $4,361,625.

    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 51,923 shares
    Change vs previous 13F +846 shares

    0.01% of the 13F portfolio, value $3,804,888.

    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 51,077 shares
    Change vs previous 13F +1,497 shares

    0.01% of the 13F portfolio, value $3,199,949.

    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 49,580 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,269,814.

    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).