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Disclosery

ASSETMARK, INC: SLV position timeline

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

ASSETMARK, INC held 80,040 SLV 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 80,040 shares
    Change vs previous 13F +11,525 shares

    0.01% of the 13F portfolio, value $4,279,758.

    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 68,515 shares
    Change vs previous 13F -220,151 shares

    0.01% of the 13F portfolio, value $4,668,637.

    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 288,666 shares
    Change vs previous 13F +202,069 shares

    0.04% of the 13F portfolio, value $18,595,864.

    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 86,597 shares
    Change vs previous 13F +3,365 shares

    0.01% of the 13F portfolio, value $3,669,115.

    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 83,232 shares
    Change vs previous 13F +16,540 shares

    0.01% of the 13F portfolio, value $2,730,842.

    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 66,692 shares
    Change vs previous 13F +19,243 shares

    0.01% of the 13F portfolio, value $2,066,785.

    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 47,449 shares
    Change vs previous 13F +2,339 shares

    <0.01% of the 13F portfolio, value $1,249,332.

    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 45,110 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,281,575.

    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).