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Disclosery

ASSETMARK, INC: XSMO position timeline

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

ASSETMARK, INC held 1,623 XSMO 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 1,623 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $151,961.

    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 1,529 shares
    Change vs previous 13F +179 shares

    <0.01% of the 13F portfolio, value $116,235.

    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 1,350 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $97,214.

    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 1,309 shares
    Change vs previous 13F -573 shares

    <0.01% of the 13F portfolio, value $96,303.

    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 1,882 shares
    Change vs previous 13F +1,749 shares

    <0.01% of the 13F portfolio, value $128,014.

    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 133 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $8,346.

    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 110 shares
    Change vs previous 13F -49 shares

    <0.01% of the 13F portfolio, value $7,272.

    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 159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,524.

    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).