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Disclosery

ASSETMARK, INC: XLI position timeline

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

ASSETMARK, INC held 59,425 XLI 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 59,425 shares
    Change vs previous 13F +7,747 shares

    0.02% of the 13F portfolio, value $11,007,316.

    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 51,678 shares
    Change vs previous 13F -443,704 shares

    0.02% of the 13F portfolio, value $8,357,891.

    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 495,382 shares
    Change vs previous 13F -88,541 shares

    0.16% of the 13F portfolio, value $76,843,703.

    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 583,923 shares
    Change vs previous 13F +504,040 shares

    0.19% of the 13F portfolio, value $90,058,444.

    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 79,883 shares
    Change vs previous 13F +18,714 shares

    0.03% of the 13F portfolio, value $11,784,412.

    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 61,169 shares
    Change vs previous 13F -34,886 shares

    0.02% of the 13F portfolio, value $8,017,445.

    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 96,055 shares
    Change vs previous 13F +94,977 shares

    0.03% of the 13F portfolio, value $12,656,224.

    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 1,078 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $146,004.

    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).