Skip to content
Disclosery

ASSETMARK, INC: SXI position timeline

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

ASSETMARK, INC held 11,826 SXI 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 11,826 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $4,229,861.

    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 11,825 shares
    Change vs previous 13F +427 shares

    0.01% of the 13F portfolio, value $3,013,756.

    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 11,398 shares
    Change vs previous 13F -528 shares

    0.01% of the 13F portfolio, value $2,476,587.

    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 11,926 shares
    Change vs previous 13F +752 shares

    0.01% of the 13F portfolio, value $2,527,145.

    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 11,174 shares
    Change vs previous 13F +374 shares

    <0.01% of the 13F portfolio, value $1,748,525.

    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 10,800 shares
    Change vs previous 13F +841 shares

    <0.01% of the 13F portfolio, value $1,743,035.

    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 9,959 shares
    Change vs previous 13F +351 shares

    0.01% of the 13F portfolio, value $1,862,256.

    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 9,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,756,168.

    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).