Assetmark, Inc

SEC CIK: 0001344551
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

TRMD holding history

TORM plc 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.

TRMD overview All 13F holders of TRMD Full Q2 2026 holdings

Shares (Q2 2026): 1,588
Value: $41.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2024

Holdings of TRMD by Assetmark, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,588	$41.4K	<0.1%	+1,588	New	Holders
Q4 2024	0	$0	0.0%	−1,187−100.0%	Sold out	Holders
Q3 2024	1,187	$40.6K	<0.1%	+516+76.9%	Added	Holders
Q2 2024	671	$26.0K	<0.1%	+671	New	Holders