Skip to main content

Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

SHLS holding history

Shoals Technologies Group, 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.

SHLS overviewAll 13F holders of SHLSFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2022
Holdings of SHLS by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,905−100.0%Sold outHolders
Q3 20241,905$10.7K<0.1%00.0%UnchangedHolders
Q2 20241,905$11.9K<0.1%00.0%UnchangedHolders
Q1 20241,905$21.3K<0.1%00.0%UnchangedHolders
Q4 20231,905$29.6K<0.1%+315+19.8%AddedHolders
Q3 20231,590$29.0K<0.1%+765+92.7%AddedHolders
Q2 2023825$21.1K<0.1%00.0%UnchangedHolders
Q1 2023825$18.8K<0.1%+335+68.4%AddedHolders
Q4 2022490$12.1K<0.1%+490NewHolders