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Livermore
Livermore
ZHEN

Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

SJM holding history

J M SMUCKER Co 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.

SJM overviewAll 13F holders of SJMFull Q2 2026 holdings

Shares (Q2 2026)
451
Value
$50.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SJM by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026451$50.7K<0.1%+27+6.4%AddedHolders
Q1 2026424$40.9K<0.1%−476−52.9%ReducedHolders
Q4 2025900$88.1K<0.1%−273−23.3%ReducedHolders
Q3 20251,173$127.4K<0.1%+532+83.0%AddedHolders
Q2 2025641$62.9K<0.1%+414+182.4%AddedHolders
Q1 2025227$26.9K<0.1%+9+4.1%AddedHolders
Q4 2024218$24.0K<0.1%+77+54.6%AddedHolders
Q3 2024141$17.1K<0.1%+16+12.8%AddedHolders
Q2 2024125$13.6K<0.1%00.0%UnchangedHolders
Q1 2024125$15.7K<0.1%−11−8.1%ReducedHolders
Q4 2023136$17.2K<0.1%+11+8.8%AddedHolders
Q3 2023125$15.4K<0.1%00.0%UnchangedHolders
Q2 2023125$18.5K<0.1%00.0%UnchangedHolders
Q1 2023125$19.7K<0.1%00.0%UnchangedHolders
Q4 2022125$19.8K<0.1%00.0%UnchangedHolders
Q3 2022125$17.0K<0.1%00.0%UnchangedHolders
Q2 2022125$16.0K<0.1%−6−4.6%ReducedHolders
Q1 2022131$18.0K<0.1%+6+4.8%AddedHolders
Q4 2021125$17.0K<0.1%−1,776−93.4%ReducedHolders
Q3 20211,901$228.0K<0.1%+1,901NewHolders
Q2 20210$00.0%−968−100.0%Sold outHolders
Q1 2021968$122.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.