Position in UFPI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$34,390
-$4,208 QoQ
Shares Held
379
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 383 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFPI Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026ASSETMARK, INC holds $4,950,856 across 4 Lumber & Wood Production names. UFPI ranks #2 (0.7% of the industry book) .
All Filings in UFPI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,390 | 379 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $38,598 | 419 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $36,693 | 403 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $54,598 | 584 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $55,840 | 562 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $60,049 | 561 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $63,647 | 565 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $73,346 | 559 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $63,168 | 564 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $68,762 | 559 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $109,605 | 873 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $76,185 | 744 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $64,538 | 665 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $53,403 | 672 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $52,701 | 665 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $47,986 | 665 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $45,313 | 665 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $84,104 | 1,090 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $107,467 | 1,168 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $85,110 | 1,252 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $89,802 | 1,208 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $91,614 | 1,208 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $68,770 | 1,238 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $91,659 | 1,622 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $57,184 | 1,155 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||