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Disclosery

ASSETMARK, INC: SHM position timeline

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

ASSETMARK, INC held 93,901 SHM 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 93,901 shares
    Change vs previous 13F +6,495 shares

    0.01% of the 13F portfolio, value $4,503,961.

    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 87,406 shares
    Change vs previous 13F -100,108 shares

    0.01% of the 13F portfolio, value $4,180,629.

    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 ended2025-09-30
    13F 187,514 shares
    Change vs previous 13F -1,127 shares

    0.02% of the 13F portfolio, value $9,041,925.

    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).

  4. period ended2025-06-30
    13F 188,641 shares
    Change vs previous 13F +7,375 shares

    0.02% of the 13F portfolio, value $9,022,699.

    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).

  5. period ended2025-03-31
    13F 181,266 shares
    Change vs previous 13F +27,142 shares

    0.02% of the 13F portfolio, value $8,628,262.

    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).

  6. period ended2024-12-31
    13F 154,124 shares
    Change vs previous 13F -3,932 shares

    0.02% of the 13F portfolio, value $7,303,936.

    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).

  7. period ended2024-09-30
    13F 158,056 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,608,816.

    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).