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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

SMPL holding history

Simply Good Foods 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.

SMPL overviewAll 13F holders of SMPLFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of SMPL by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−188−100.0%Sold outHolders
Q4 2025188$3.77K<0.1%+188NewHolders
Q1 20250$00.0%−33−100.0%Sold outHolders
Q4 202433$1.29K<0.1%+33NewHolders