Assetmark, Inc

SEC CIK: 0001344551
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

CVCO holding history

Cavco Industries, 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.

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

Shares (Q2 2026): 4
Value: $2.46K
% of portfolio: <0.1%
Quarters held: 4; Since Q2 2025

Holdings of CVCO by Assetmark, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4	$2.46K	<0.1%	+2+100.0%	Added	Holders
Q1 2026	2	$969	<0.1%	−1−33.3%	Reduced	Holders
Q4 2025	3	$1.77K	<0.1%	+3	New	Holders
Q3 2025	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q2 2025	2	$869	<0.1%	+2	New	Holders