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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

PPLI holding history

People 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.

PPLI overviewAll 13F holders of PPLIFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2021
Holdings of PPLI by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3−100.0%Sold outHolders
Q4 20253$117<0.1%−6−66.7%ReducedHolders
Q3 20259$307<0.1%00.0%UnchangedHolders
Q2 20259$336<0.1%+9NewHolders
Q4 20240$00.0%−3−100.0%Sold outHolders
Q3 20243$161<0.1%−25−89.3%ReducedHolders
Q2 202428$1.31K<0.1%+28NewHolders
Q1 20220$00.0%−55−100.0%Sold outHolders
Q4 202155$7.00K<0.1%+53+2,650.0%AddedHolders
Q3 20212$00.0%+2NewHolders