Assetmark, Inc

SEC CIK: 0001344551
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

AAT holding history

American Assets Trust, Inc. in every 13F filed by Assetmark, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAT overview All 13F holders of AAT Full Q2 2026 holdings

Shares (Q2 2026): 336
Value: $8.30K
% of portfolio: <0.1%
Quarters held: 4; Since Q2 2025

Holdings of AAT by Assetmark, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	336	$8.30K	<0.1%	+325+2,954.5%	Added	Holders
Q1 2026	11	$203	<0.1%	00.0%	Unchanged	Holders
Q4 2025	11	$208	<0.1%	+11	New	Holders
Q3 2025	0	$0	0.0%	−5−100.0%	Sold out	Holders
Q2 2025	5	$99	<0.1%	+5	New	Holders