Skip to content
Disclosery

ASSETMARK, INC: SPHQ position timeline

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

ASSETMARK, INC held 17,174 SPHQ 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 17,174 shares
    Change vs previous 13F +1,139 shares

    <0.01% of the 13F portfolio, value $1,547,363.

    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 16,035 shares
    Change vs previous 13F -16,077 shares

    <0.01% of the 13F portfolio, value $1,205,672.

    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 32,112 shares
    Change vs previous 13F +15,333 shares

    <0.01% of the 13F portfolio, value $2,410,006.

    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 16,779 shares
    Change vs previous 13F -1,142,260 shares

    <0.01% of the 13F portfolio, value $1,229,733.

    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 1,159,039 shares
    Change vs previous 13F -71,289 shares

    0.19% of the 13F portfolio, value $82,593,111.

    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 1,230,328 shares
    Change vs previous 13F +697,964 shares

    0.22% of the 13F portfolio, value $81,619,966.

    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 532,364 shares
    Change vs previous 13F -92,117 shares

    0.1% of the 13F portfolio, value $35,684,365.

    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 624,481 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $42,008,843.

    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).