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Disclosery

ASSETMARK, INC: XLV position timeline

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

ASSETMARK, INC held 248,542 XLV 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 248,542 shares
    Change vs previous 13F -50,611 shares

    0.07% of the 13F portfolio, value $39,433,716.

    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 299,153 shares
    Change vs previous 13F +59,450 shares

    0.09% of the 13F portfolio, value $43,858,762.

    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 239,703 shares
    Change vs previous 13F -62,798 shares

    0.08% of the 13F portfolio, value $37,105,967.

    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 302,501 shares
    Change vs previous 13F -196,735 shares

    0.09% of the 13F portfolio, value $42,099,089.

    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 499,236 shares
    Change vs previous 13F +135,572 shares

    0.16% of the 13F portfolio, value $67,292,065.

    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 363,664 shares
    Change vs previous 13F -7,942 shares

    0.15% of the 13F portfolio, value $53,098,586.

    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 371,606 shares
    Change vs previous 13F -301,077 shares

    0.14% of the 13F portfolio, value $51,121,890.

    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 672,683 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $103,606,708.

    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).