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Disclosery

ASSETMARK, INC: XLF position timeline

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

ASSETMARK, INC held 1,085,682 XLF 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 1,085,682 shares
    Change vs previous 13F -8,324 shares

    0.1% of the 13F portfolio, value $58,203,414.

    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 1,094,006 shares
    Change vs previous 13F +57,902 shares

    0.11% of the 13F portfolio, value $54,011,090.

    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 1,036,104 shares
    Change vs previous 13F +60,819 shares

    0.12% of the 13F portfolio, value $56,747,392.

    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 975,285 shares
    Change vs previous 13F -152,844 shares

    0.11% of the 13F portfolio, value $52,538,622.

    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 1,128,129 shares
    Change vs previous 13F -87,321 shares

    0.14% of the 13F portfolio, value $59,080,095.

    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 1,215,450 shares
    Change vs previous 13F -370,551 shares

    0.17% of the 13F portfolio, value $60,541,582.

    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 1,586,001 shares
    Change vs previous 13F +439,441 shares

    0.21% of the 13F portfolio, value $76,651,450.

    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 1,146,560 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $51,962,110.

    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).