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Disclosery

ASSETMARK, INC: XLU position timeline

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

ASSETMARK, INC held 347,522 XLU 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 347,522 shares
    Change vs previous 13F -41,834 shares

    0.03% of the 13F portfolio, value $15,756,669.

    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 389,356 shares
    Change vs previous 13F -55,420 shares

    0.04% of the 13F portfolio, value $17,867,524.

    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 444,776 shares
    Change vs previous 13F +279,670 shares

    0.04% of the 13F portfolio, value $18,987,500.

    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 165,106 shares
    Change vs previous 13F -6,833 shares

    0.03% of the 13F portfolio, value $14,398,894.

    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 171,939 shares
    Change vs previous 13F +80,731 shares

    0.03% of the 13F portfolio, value $14,040,567.

    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 91,208 shares
    Change vs previous 13F -53,069 shares

    0.02% of the 13F portfolio, value $7,191,774.

    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 144,277 shares
    Change vs previous 13F -159,027 shares

    0.03% of the 13F portfolio, value $10,920,309.

    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 303,304 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $24,500,865.

    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).