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Disclosery

ASSETMARK, INC: SPTI position timeline

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

ASSETMARK, INC held 3,616,394 SPTI 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 3,616,394 shares
    Change vs previous 13F +512,622 shares

    0.18% of the 13F portfolio, value $102,669,419.

    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 3,103,772 shares
    Change vs previous 13F +260,437 shares

    0.18% of the 13F portfolio, value $88,954,094.

    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 2,843,335 shares
    Change vs previous 13F +207,365 shares

    0.17% of the 13F portfolio, value $82,001,787.

    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 2,635,970 shares
    Change vs previous 13F +150,394 shares

    0.16% of the 13F portfolio, value $76,179,527.

    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 2,485,576 shares
    Change vs previous 13F +211,476 shares

    0.17% of the 13F portfolio, value $71,510,018.

    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 2,274,100 shares
    Change vs previous 13F +113,707 shares

    0.18% of the 13F portfolio, value $64,993,788.

    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 2,160,393 shares
    Change vs previous 13F +316,834 shares

    0.16% of the 13F portfolio, value $60,231,764.

    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 1,843,559 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $53,573,815.

    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).