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Disclosery

ASSETMARK, INC: SHY position timeline

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

ASSETMARK, INC held 4,577,908 SHY 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 4,577,908 shares
    Change vs previous 13F +1,402,228 shares

    0.65% of the 13F portfolio, value $375,892,009.

    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 3,175,680 shares
    Change vs previous 13F +1,002,453 shares

    0.53% of the 13F portfolio, value $262,215,890.

    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 2,173,227 shares
    Change vs previous 13F +165,633 shares

    0.37% of the 13F portfolio, value $179,986,664.

    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 2,007,594 shares
    Change vs previous 13F -5,090,431 shares

    0.36% of the 13F portfolio, value $166,549,980.

    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 7,098,025 shares
    Change vs previous 13F +3,917,307 shares

    1.39% of the 13F portfolio, value $588,142,371.

    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 3,180,718 shares
    Change vs previous 13F -895,268 shares

    0.72% of the 13F portfolio, value $263,140,777.

    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 4,075,986 shares
    Change vs previous 13F +1,975,432 shares

    0.91% of the 13F portfolio, value $334,149,323.

    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 2,100,554 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $174,661,094.

    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).