Assetmark, Inc
- SEC CIK
- 0001344551
- Latest filing
- Jul 30, 2026
FFWM holding history
First Foundation 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.
FFWM overviewAll 13F holders of FFWMFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −872−100.0% | Sold out | Holders |
| Q4 2022 | 872 | $12.5K | <0.1% | −592−40.4% | Reduced | Holders |
| Q3 2022 | 1,464 | $27.0K | <0.1% | +362+32.8% | Added | Holders |
| Q2 2022 | 1,102 | $23.0K | <0.1% | +652+144.9% | Added | Holders |
| Q1 2022 | 450 | $11.0K | <0.1% | +450 | New | Holders |