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Disclosery

ASSETMARK, INC: USXF position timeline

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

ASSETMARK, INC held 80,732 USXF 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 80,732 shares
    Change vs previous 13F +1,985 shares

    0.01% of the 13F portfolio, value $5,606,837.

    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 78,747 shares
    Change vs previous 13F +1,224 shares

    0.01% of the 13F portfolio, value $4,346,834.

    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 77,523 shares
    Change vs previous 13F -120 shares

    0.01% of the 13F portfolio, value $4,463,774.

    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 77,643 shares
    Change vs previous 13F -24,283 shares

    0.01% of the 13F portfolio, value $4,449,720.

    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 101,926 shares
    Change vs previous 13F -22,096 shares

    0.01% of the 13F portfolio, value $5,496,869.

    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 124,022 shares
    Change vs previous 13F +4,958 shares

    0.02% of the 13F portfolio, value $5,788,107.

    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 119,064 shares
    Change vs previous 13F +27,748 shares

    0.02% of the 13F portfolio, value $5,919,862.

    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 91,316 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,481,789.

    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).