ASSETMARK, INC
CIK
0001344551
City
Concord
State / Country
CA
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $66,545 | 7,960 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $16,319 | 1,971 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $16,004 | 1,971 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $45,581 | 6,233 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $59,047 | 6,984 | Shares | Sole | 2025-02-06 |