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Disclosery

ASSETMARK, INC: SONY position timeline

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

ASSETMARK, INC held 1,738,714 SONY 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 1,738,714 shares
    Change vs previous 13F +76,926 shares

    0.06% of the 13F portfolio, value $34,878,599.

    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 1,661,788 shares
    Change vs previous 13F -28,605 shares

    0.07% of the 13F portfolio, value $34,399,001.

    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 1,690,393 shares
    Change vs previous 13F +230,438 shares

    0.09% of the 13F portfolio, value $43,274,070.

    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 1,459,955 shares
    Change vs previous 13F -9,641 shares

    0.09% of the 13F portfolio, value $42,032,114.

    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 1,469,596 shares
    Change vs previous 13F +936,441 shares

    0.09% of the 13F portfolio, value $38,253,592.

    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 533,155 shares
    Change vs previous 13F -15,883 shares

    0.04% of the 13F portfolio, value $13,536,805.

    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 549,038 shares
    Change vs previous 13F +448,873 shares

    0.03% of the 13F portfolio, value $11,617,635.

    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 100,165 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,672,957.

    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).