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Disclosery

ASSETMARK, INC: XLG position timeline

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

ASSETMARK, INC held 541 XLG 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 541 shares
    Change vs previous 13F +196 shares

    <0.01% of the 13F portfolio, value $33,125.

    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 345 shares
    Change vs previous 13F -1,007 shares

    <0.01% of the 13F portfolio, value $18,820.

    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 1,352 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $80,147.

    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 1,332 shares
    Change vs previous 13F +166 shares

    <0.01% of the 13F portfolio, value $76,617.

    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 1,166 shares
    Change vs previous 13F -5,829 shares

    <0.01% of the 13F portfolio, value $60,749.

    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 6,995 shares
    Change vs previous 13F +4,047 shares

    <0.01% of the 13F portfolio, value $321,910.

    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 2,948 shares
    Change vs previous 13F +582 shares

    <0.01% of the 13F portfolio, value $147,282.

    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 2,366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $112,456.

    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).