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Disclosery

ASSETMARK, INC: SHYL position timeline

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

ASSETMARK, INC held 10,895 SHYL 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 10,895 shares
    Change vs previous 13F +453 shares

    <0.01% of the 13F portfolio, value $484,065.

    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 10,442 shares
    Change vs previous 13F -428 shares

    <0.01% of the 13F portfolio, value $463,520.

    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 10,870 shares
    Change vs previous 13F +217 shares

    <0.01% of the 13F portfolio, value $488,824.

    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 10,653 shares
    Change vs previous 13F +333 shares

    <0.01% of the 13F portfolio, value $483,913.

    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 10,320 shares
    Change vs previous 13F -1,896 shares

    <0.01% of the 13F portfolio, value $467,702.

    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 12,216 shares
    Change vs previous 13F -1,107 shares

    <0.01% of the 13F portfolio, value $544,837.

    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 13,323 shares
    Change vs previous 13F -455 shares

    <0.01% of the 13F portfolio, value $596,337.

    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 13,778 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $628,552.

    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).