Assetmark, Inc

SEC CIK: 0001344551
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

DJP holding history

Barclays Bank 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.

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

Shares (Q2 2026): 52
Value: $2.27K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2021

Holdings of DJP by Assetmark, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	52	$2.27K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	52	$2.50K	<0.1%	−8−13.3%	Reduced	Holders
Q4 2025	60	$2.26K	<0.1%	+60	New	Holders
Q4 2021	0	$0	0.0%	−10−100.0%	Sold out	Holders
Q3 2021	10	$0	0.0%	+10	New	Holders