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Disclosery

ASSETMARK, INC: SMH position timeline

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

ASSETMARK, INC held 80,312 SMH 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 80,312 shares
    Change vs previous 13F +2,225 shares

    0.09% of the 13F portfolio, value $52,675,773.

    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 78,087 shares
    Change vs previous 13F +15,613 shares

    0.06% of the 13F portfolio, value $29,938,384.

    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 62,474 shares
    Change vs previous 13F +12,467 shares

    0.05% of the 13F portfolio, value $22,498,601.

    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 50,007 shares
    Change vs previous 13F +28,227 shares

    0.03% of the 13F portfolio, value $16,320,285.

    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 21,780 shares
    Change vs previous 13F +4,238 shares

    0.01% of the 13F portfolio, value $6,074,006.

    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 17,542 shares
    Change vs previous 13F +3,133 shares

    0.01% of the 13F portfolio, value $3,709,607.

    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 14,409 shares
    Change vs previous 13F +3,521 shares

    0.01% of the 13F portfolio, value $3,489,428.

    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 10,888 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,672,460.

    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).