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Disclosery

ASSETMARK, INC: XLRE position timeline

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

ASSETMARK, INC held 93,280 XLRE 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 93,280 shares
    Change vs previous 13F +91,177 shares

    0.01% of the 13F portfolio, value $4,107,118.

    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 2,103 shares
    Change vs previous 13F -1,808 shares

    <0.01% of the 13F portfolio, value $85,865.

    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 3,911 shares
    Change vs previous 13F +2,667 shares

    <0.01% of the 13F portfolio, value $157,809.

    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 1,244 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $52,410.

    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 1,094 shares
    Change vs previous 13F -118,588 shares

    <0.01% of the 13F portfolio, value $45,313.

    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 119,682 shares
    Change vs previous 13F -102,015 shares

    0.01% of the 13F portfolio, value $5,008,701.

    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 221,697 shares
    Change vs previous 13F -136,034 shares

    0.02% of the 13F portfolio, value $9,016,419.

    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 357,731 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,979,822.

    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).