Assetmark, Inc

SEC CIK: 0001344551
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

ACCD holding history

Accolade, 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.

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

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of ACCD by Assetmark, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−421−100.0%	Sold out	Holders
Q2 2022	421	$3.00K	<0.1%	+200+90.5%	Added	Holders
Q1 2022	221	$4.00K	<0.1%	+221	New	Holders