Assetmark, Inc

SEC CIK: 0001344551
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

CSR holding history

Centerspace 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.

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2025

Holdings of CSR by Assetmark, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−5−100.0%	Sold out	Holders
Q2 2025	5	$301	<0.1%	+5	New	Holders