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Disclosery

ASSETMARK, INC: XLK position timeline

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

ASSETMARK, INC held 689,659 XLK 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 689,659 shares
    Change vs previous 13F -977 shares

    0.23% of the 13F portfolio, value $131,393,801.

    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 690,636 shares
    Change vs previous 13F -8,917 shares

    0.19% of the 13F portfolio, value $91,785,547.

    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 699,553 shares
    Change vs previous 13F +373,564 shares

    0.21% of the 13F portfolio, value $100,714,577.

    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 325,989 shares
    Change vs previous 13F -34,651 shares

    0.2% of the 13F portfolio, value $91,883,223.

    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 360,640 shares
    Change vs previous 13F -1,144 shares

    0.22% of the 13F portfolio, value $91,324,952.

    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 361,784 shares
    Change vs previous 13F +78,559 shares

    0.21% of the 13F portfolio, value $74,701,180.

    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 283,225 shares
    Change vs previous 13F -49,207 shares

    0.18% of the 13F portfolio, value $65,855,392.

    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 332,432 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $75,049,952.

    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).