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Disclosery

ASSETMARK, INC: USHY position timeline

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

ASSETMARK, INC held 2,522,363 USHY 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 2,522,363 shares
    Change vs previous 13F +137,490 shares

    0.16% of the 13F portfolio, value $93,377,892.

    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 2,384,873 shares
    Change vs previous 13F +20,660 shares

    0.18% of the 13F portfolio, value $87,858,727.

    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 2,364,213 shares
    Change vs previous 13F -214,958 shares

    0.18% of the 13F portfolio, value $88,409,749.

    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 2,579,171 shares
    Change vs previous 13F -103,196 shares

    0.21% of the 13F portfolio, value $97,441,096.

    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 2,682,367 shares
    Change vs previous 13F +1,157,702 shares

    0.24% of the 13F portfolio, value $100,615,600.

    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 1,524,665 shares
    Change vs previous 13F -34,846 shares

    0.15% of the 13F portfolio, value $56,122,935.

    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 1,559,511 shares
    Change vs previous 13F +82,879 shares

    0.16% of the 13F portfolio, value $57,374,421.

    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 1,476,632 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $55,595,190.

    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).