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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

SLP holding history

Simulations Plus, 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.

SLP overviewAll 13F holders of SLPFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2022
Holdings of SLP by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−257−100.0%Sold outHolders
Q1 2025257$6.30K<0.1%+26+11.3%AddedHolders
Q4 2024231$6.44K<0.1%+55+31.3%AddedHolders
Q3 2024176$5.64K<0.1%+79+81.4%AddedHolders
Q2 202497$4.72K<0.1%−1−1.0%ReducedHolders
Q1 202498$4.03K<0.1%−3−3.0%ReducedHolders
Q4 2023101$4.52K<0.1%−30−22.9%ReducedHolders
Q3 2023131$5.46K<0.1%+9+7.4%AddedHolders
Q2 2023122$5.29K<0.1%−11−8.3%ReducedHolders
Q1 2023133$5.84K<0.1%+5+3.9%AddedHolders
Q4 2022128$4.68K<0.1%+2+1.6%AddedHolders
Q3 2022126$6.00K<0.1%+126NewHolders