ASSETMARK, INC: SPBO position timeline

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

ASSETMARK, INC held 2,328,329 SPBO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F 2,328,329 shares
Change vs previous 13F +158,094 shares
0.12% of the 13F portfolio, value $67,614,661.
13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,170,235 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $63,001,931.
13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).