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Disclosery

ASSETMARK, INC: SPYG position timeline

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

ASSETMARK, INC held 57,027 SPYG 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 57,027 shares
    Change vs previous 13F +38,372 shares

    0.01% of the 13F portfolio, value $6,785,619.

    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 18,655 shares
    Change vs previous 13F -42,336 shares

    <0.01% of the 13F portfolio, value $1,826,492.

    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 60,991 shares
    Change vs previous 13F -52,861 shares

    0.01% of the 13F portfolio, value $6,507,691.

    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 113,852 shares
    Change vs previous 13F -25,427 shares

    0.03% of the 13F portfolio, value $11,898,624.

    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 139,279 shares
    Change vs previous 13F +29,102 shares

    0.03% of the 13F portfolio, value $13,276,107.

    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 110,177 shares
    Change vs previous 13F -65,099 shares

    0.02% of the 13F portfolio, value $8,854,946.

    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 175,276 shares
    Change vs previous 13F +19,227 shares

    0.04% of the 13F portfolio, value $15,406,783.

    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 156,049 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,942,730.

    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).