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Disclosery

ASSETMARK, INC: TMHC position timeline

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

ASSETMARK, INC held 165,254 TMHC 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 165,254 shares
    Change vs previous 13F -626,486 shares

    0.02% of the 13F portfolio, value $11,855,322.

    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 791,740 shares
    Change vs previous 13F -6,257 shares

    0.09% of the 13F portfolio, value $46,110,938.

    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 797,997 shares
    Change vs previous 13F +21,150 shares

    0.1% of the 13F portfolio, value $46,978,083.

    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 776,847 shares
    Change vs previous 13F -50,243 shares

    0.11% of the 13F portfolio, value $51,279,670.

    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 827,090 shares
    Change vs previous 13F +43,905 shares

    0.12% of the 13F portfolio, value $50,799,868.

    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 783,185 shares
    Change vs previous 13F +22,265 shares

    0.13% of the 13F portfolio, value $47,022,427.

    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 760,920 shares
    Change vs previous 13F +15,819 shares

    0.13% of the 13F portfolio, value $46,575,913.

    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 745,101 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $52,350,796.

    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).