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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

RILY holding history

BRC Group Holdings, 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.

RILY overviewAll 13F holders of RILYFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2021
Holdings of RILY by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−27,949−100.0%Sold outHolders
Q2 202227,949$1.18M<0.1%+5,508+24.5%AddedHolders
Q1 202222,441$1.57M<0.1%−10,680−32.2%ReducedHolders
Q4 202133,121$2.94M<0.1%+2,263+7.3%AddedHolders
Q3 202130,858$1.82M<0.1%+14,577+89.5%AddedHolders
Q2 202116,281$1.23M<0.1%+16,281NewHolders