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Disclosery

ASSETMARK, INC: XLP position timeline

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

ASSETMARK, INC held 25,468 XLP 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 25,468 shares
    Change vs previous 13F -320,418 shares

    <0.01% of the 13F portfolio, value $2,115,620.

    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 345,886 shares
    Change vs previous 13F -107,901 shares

    0.06% of the 13F portfolio, value $28,355,768.

    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 453,787 shares
    Change vs previous 13F +28,394 shares

    0.07% of the 13F portfolio, value $35,250,174.

    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 425,393 shares
    Change vs previous 13F -261,127 shares

    0.07% of the 13F portfolio, value $33,338,069.

    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 686,520 shares
    Change vs previous 13F +265,710 shares

    0.13% of the 13F portfolio, value $55,587,501.

    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 420,810 shares
    Change vs previous 13F +77,676 shares

    0.09% of the 13F portfolio, value $34,367,572.

    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 343,134 shares
    Change vs previous 13F -253,339 shares

    0.07% of the 13F portfolio, value $26,973,792.

    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 596,473 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $49,507,298.

    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).