Assetmark, Inc

SEC CIK: 0001344551
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

CLVT holding history

Clarivate PLC 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of CLVT by Assetmark, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−150−100.0%	Sold out	Holders
Q3 2025	150	$575	<0.1%	00.0%	Unchanged	Holders
Q2 2025	150	$645	<0.1%	+150	New	Holders
Q1 2024	0	$0	0.0%	−20−100.0%	Sold out	Holders
Q4 2023	20	$185	<0.1%	+20	New	Holders