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Disclosery

ASSETMARK, INC: SLYV position timeline

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

ASSETMARK, INC held 7,681 SLYV 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 7,681 shares
    Change vs previous 13F -13,198 shares

    <0.01% of the 13F portfolio, value $838,122.

    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 20,879 shares
    Change vs previous 13F +488 shares

    <0.01% of the 13F portfolio, value $1,974,737.

    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 20,391 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $1,855,008.

    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 20,307 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $1,800,176.

    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 20,271 shares
    Change vs previous 13F +16,971 shares

    <0.01% of the 13F portfolio, value $1,616,828.

    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 3,300 shares
    Change vs previous 13F -53,845 shares

    <0.01% of the 13F portfolio, value $258,745.

    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 57,145 shares
    Change vs previous 13F +56,455 shares

    0.01% of the 13F portfolio, value $4,985,888.

    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 690 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $59,906.

    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).