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Disclosery

ASSETMARK, INC: SPHY position timeline

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

ASSETMARK, INC held 1,514,621 SPHY 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 1,514,621 shares
    Change vs previous 13F +145,773 shares

    0.06% of the 13F portfolio, value $35,502,708.

    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 1,368,848 shares
    Change vs previous 13F +161,858 shares

    0.07% of the 13F portfolio, value $31,921,527.

    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 1,206,990 shares
    Change vs previous 13F +149,554 shares

    0.06% of the 13F portfolio, value $28,569,453.

    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 1,057,436 shares
    Change vs previous 13F +143,521 shares

    0.05% of the 13F portfolio, value $25,315,013.

    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 913,915 shares
    Change vs previous 13F +91,868 shares

    0.05% of the 13F portfolio, value $21,751,174.

    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 822,047 shares
    Change vs previous 13F +77,136 shares

    0.05% of the 13F portfolio, value $19,252,340.

    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 744,911 shares
    Change vs previous 13F +45,862 shares

    0.05% of the 13F portfolio, value $17,483,069.

    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 699,049 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,812,134.

    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).