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Disclosery

ASSETMARK, INC: SRE position timeline

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

ASSETMARK, INC held 417,128 SRE 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 417,128 shares
    Change vs previous 13F +3,327 shares

    0.07% of the 13F portfolio, value $38,671,955.

    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 413,801 shares
    Change vs previous 13F -6,509 shares

    0.08% of the 13F portfolio, value $40,209,041.

    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 420,310 shares
    Change vs previous 13F +4,594 shares

    0.08% of the 13F portfolio, value $37,109,205.

    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 415,716 shares
    Change vs previous 13F -25,900 shares

    0.08% of the 13F portfolio, value $37,406,132.

    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 441,616 shares
    Change vs previous 13F +30,025 shares

    0.08% of the 13F portfolio, value $33,461,267.

    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 411,591 shares
    Change vs previous 13F -20,879 shares

    0.08% of the 13F portfolio, value $29,371,122.

    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 432,470 shares
    Change vs previous 13F +8,530 shares

    0.1% of the 13F portfolio, value $37,936,235.

    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 423,940 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $35,454,072.

    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).