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Disclosery

ASSETMARK, INC: SNA position timeline

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

ASSETMARK, INC held 135,340 SNA 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 135,340 shares
    Change vs previous 13F -5,049 shares

    0.09% of the 13F portfolio, value $54,460,762.

    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 140,389 shares
    Change vs previous 13F -988 shares

    0.1% of the 13F portfolio, value $50,991,962.

    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 141,377 shares
    Change vs previous 13F +4,379 shares

    0.1% of the 13F portfolio, value $48,718,346.

    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 136,998 shares
    Change vs previous 13F -16,473 shares

    0.1% of the 13F portfolio, value $47,473,967.

    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 153,471 shares
    Change vs previous 13F +14,230 shares

    0.11% of the 13F portfolio, value $47,757,005.

    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 139,241 shares
    Change vs previous 13F +2,769 shares

    0.13% of the 13F portfolio, value $46,925,724.

    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 136,472 shares
    Change vs previous 13F +5,187 shares

    0.13% of the 13F portfolio, value $46,329,502.

    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 131,285 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $38,034,589.

    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).