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Disclosery

ASSETMARK, INC: SYY position timeline

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

ASSETMARK, INC held 191,957 SYY 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 191,957 shares
    Change vs previous 13F +20,133 shares

    0.03% of the 13F portfolio, value $16,043,803.

    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 171,824 shares
    Change vs previous 13F +10,547 shares

    0.02% of the 13F portfolio, value $12,256,240.

    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 161,277 shares
    Change vs previous 13F +64,678 shares

    0.02% of the 13F portfolio, value $11,884,538.

    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 96,599 shares
    Change vs previous 13F +22,582 shares

    0.02% of the 13F portfolio, value $7,953,995.

    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 74,017 shares
    Change vs previous 13F +71,725 shares

    0.01% of the 13F portfolio, value $5,606,081.

    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 2,292 shares
    Change vs previous 13F +586 shares

    <0.01% of the 13F portfolio, value $171,992.

    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 1,706 shares
    Change vs previous 13F +476 shares

    <0.01% of the 13F portfolio, value $130,441.

    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 1,230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $96,014.

    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).