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Disclosery

ASSETMARK, INC: XBI position timeline

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

ASSETMARK, INC held 496,739 XBI 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 496,739 shares
    Change vs previous 13F -126,276 shares

    0.14% of the 13F portfolio, value $78,608,963.

    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 623,015 shares
    Change vs previous 13F -12,828 shares

    0.16% of the 13F portfolio, value $79,577,706.

    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 635,843 shares
    Change vs previous 13F +635,782 shares

    0.16% of the 13F portfolio, value $77,528,337.

    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 61 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $6,112.

    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 91 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $7,547.

    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 151 shares
    Change vs previous 13F -620 shares

    <0.01% of the 13F portfolio, value $12,246.

    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 771 shares
    Change vs previous 13F -588,528 shares

    <0.01% of the 13F portfolio, value $69,436.

    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 589,299 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $58,222,741.

    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).