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Disclosery

ASSETMARK, INC: XMHQ position timeline

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

ASSETMARK, INC held 134 XMHQ 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 134 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $15,141.

    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 99 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $10,234.

    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 142 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $14,551.

    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 150 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $15,730.

    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 189 shares
    Change vs previous 13F -1,127 shares

    <0.01% of the 13F portfolio, value $18,593.

    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 1,316 shares
    Change vs previous 13F -230 shares

    <0.01% of the 13F portfolio, value $120,421.

    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 1,546 shares
    Change vs previous 13F -207 shares

    <0.01% of the 13F portfolio, value $152,235.

    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 1,753 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $179,823.

    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).