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Disclosery

ASSETMARK, INC: XLY position timeline

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

ASSETMARK, INC held 144,488 XLY 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 144,488 shares
    Change vs previous 13F +8,647 shares

    0.03% of the 13F portfolio, value $16,945,604.

    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 135,841 shares
    Change vs previous 13F -23,485 shares

    0.03% of the 13F portfolio, value $14,803,898.

    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 159,326 shares
    Change vs previous 13F +12,693 shares

    0.04% of the 13F portfolio, value $19,025,085.

    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 146,633 shares
    Change vs previous 13F +6,666 shares

    0.08% of the 13F portfolio, value $35,139,061.

    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 139,967 shares
    Change vs previous 13F -13,547 shares

    0.07% of the 13F portfolio, value $30,418,955.

    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 153,514 shares
    Change vs previous 13F -57,815 shares

    0.08% of the 13F portfolio, value $30,312,876.

    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 211,329 shares
    Change vs previous 13F +72,385 shares

    0.13% of the 13F portfolio, value $47,411,649.

    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 138,944 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $27,840,171.

    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).