ASSETMARK, INC
Holdings in SOR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $141,535 | 3,093 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $139,246 | 3,093 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $85,982 | 1,983 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $22,955 | 553 | Shares | Sole | 2025-05-06 |