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Disclosery

ASSETMARK, INC: SOXX position timeline

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

ASSETMARK, INC held 5,578 SOXX 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 5,578 shares
    Change vs previous 13F -470 shares

    0.01% of the 13F portfolio, value $3,574,159.

    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 6,048 shares
    Change vs previous 13F +311 shares

    <0.01% of the 13F portfolio, value $1,987,736.

    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 5,737 shares
    Change vs previous 13F -133 shares

    <0.01% of the 13F portfolio, value $1,727,698.

    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 5,870 shares
    Change vs previous 13F +127 shares

    <0.01% of the 13F portfolio, value $1,591,474.

    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 5,743 shares
    Change vs previous 13F +4,161 shares

    <0.01% of the 13F portfolio, value $1,370,854.

    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 1,582 shares
    Change vs previous 13F +310 shares

    <0.01% of the 13F portfolio, value $297,685.

    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 1,272 shares
    Change vs previous 13F -673 shares

    <0.01% of the 13F portfolio, value $274,103.

    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 1,945 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $448,498.

    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).