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Disclosery

ASSETMARK, INC: SMFG position timeline

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

ASSETMARK, INC held 317,252 SMFG 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 317,252 shares
    Change vs previous 13F +70,909 shares

    0.01% of the 13F portfolio, value $7,480,812.

    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 246,343 shares
    Change vs previous 13F +96,203 shares

    0.01% of the 13F portfolio, value $4,865,278.

    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 150,140 shares
    Change vs previous 13F +48,569 shares

    0.01% of the 13F portfolio, value $2,902,210.

    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 101,571 shares
    Change vs previous 13F +42,766 shares

    <0.01% of the 13F portfolio, value $1,700,296.

    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 58,805 shares
    Change vs previous 13F +28,217 shares

    <0.01% of the 13F portfolio, value $888,546.

    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 30,588 shares
    Change vs previous 13F +11,847 shares

    <0.01% of the 13F portfolio, value $472,896.

    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 18,741 shares
    Change vs previous 13F +10,003 shares

    <0.01% of the 13F portfolio, value $271,562.

    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 8,738 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $110,365.

    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).