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Disclosery

ASSETMARK, INC: SHYG position timeline

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

ASSETMARK, INC held 13,266,671 SHYG 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 13,266,671 shares
    Change vs previous 13F +682,569 shares

    0.97% of the 13F portfolio, value $562,639,507.

    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 12,584,102 shares
    Change vs previous 13F +858,905 shares

    1.09% of the 13F portfolio, value $532,433,349.

    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 11,725,197 shares
    Change vs previous 13F +671,760 shares

    1.03% of the 13F portfolio, value $502,659,201.

    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 11,053,437 shares
    Change vs previous 13F +656,165 shares

    1.03% of the 13F portfolio, value $478,613,817.

    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 10,397,272 shares
    Change vs previous 13F +424,368 shares

    1.06% of the 13F portfolio, value $448,538,329.

    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 9,972,904 shares
    Change vs previous 13F +1,684,732 shares

    1.16% of the 13F portfolio, value $424,047,894.

    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 8,288,172 shares
    Change vs previous 13F +559,804 shares

    0.96% of the 13F portfolio, value $353,159,029.

    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 7,728,368 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $335,565,731.

    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).