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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

UFPT holding history

Ufp Technologies 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.

UFPT overviewAll 13F holders of UFPTFull Q2 2026 holdings

Shares (Q2 2026)
58
Value
$15.4K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2024
Holdings of UFPT by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658$15.4K<0.1%00.0%UnchangedHolders
Q1 202658$11.2K<0.1%00.0%UnchangedHolders
Q4 202558$12.9K<0.1%+29+100.0%AddedHolders
Q3 202529$5.79K<0.1%+29NewHolders
Q1 20250$00.0%−17−100.0%Sold outHolders
Q4 202417$4.16K<0.1%+17NewHolders