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Disclosery

ASSETMARK, INC: UNH position timeline

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

ASSETMARK, INC held 160,853 UNH 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 160,853 shares
    Change vs previous 13F +22,774 shares

    0.11% of the 13F portfolio, value $66,855,384.

    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 138,079 shares
    Change vs previous 13F -1,703 shares

    0.08% of the 13F portfolio, value $37,362,774.

    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 139,782 shares
    Change vs previous 13F -14,179 shares

    0.09% of the 13F portfolio, value $46,143,489.

    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 153,961 shares
    Change vs previous 13F +20,986 shares

    0.11% of the 13F portfolio, value $53,162,664.

    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 132,975 shares
    Change vs previous 13F -6,916 shares

    0.1% of the 13F portfolio, value $41,484,247.

    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 139,891 shares
    Change vs previous 13F +3,955 shares

    0.2% of the 13F portfolio, value $73,268,009.

    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 135,936 shares
    Change vs previous 13F +28,379 shares

    0.19% of the 13F portfolio, value $68,764,775.

    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 107,557 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $62,886,337.

    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).