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Disclosery

ASSETMARK, INC: SPYD position timeline

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

ASSETMARK, INC held 53,139 SPYD 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 53,139 shares
    Change vs previous 13F +4,782 shares

    <0.01% of the 13F portfolio, value $2,535,262.

    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 48,357 shares
    Change vs previous 13F -658 shares

    <0.01% of the 13F portfolio, value $2,201,211.

    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 49,015 shares
    Change vs previous 13F +808 shares

    <0.01% of the 13F portfolio, value $2,119,899.

    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 48,207 shares
    Change vs previous 13F -471 shares

    <0.01% of the 13F portfolio, value $2,121,108.

    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 48,678 shares
    Change vs previous 13F -14,890 shares

    <0.01% of the 13F portfolio, value $2,065,894.

    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 63,568 shares
    Change vs previous 13F +1,568 shares

    0.01% of the 13F portfolio, value $2,813,520.

    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 62,000 shares
    Change vs previous 13F +7,188 shares

    0.01% of the 13F portfolio, value $2,680,880.

    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 54,812 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,502,168.

    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).