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Livermore
Livermore
ZHEN

Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

WF holding history

Woori Financial Group 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.

WF overviewAll 13F holders of WFFull Q2 2026 holdings

Shares (Q2 2026)
39,792
Value
$2.28M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WF by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,792$2.28M<0.1%−19,538−32.9%ReducedHolders
Q1 202659,330$3.95M<0.1%−8,520−12.6%ReducedHolders
Q4 202567,850$3.99M<0.1%+31,952+89.0%AddedHolders
Q3 202535,898$2.02M<0.1%+18,726+109.0%AddedHolders
Q2 202517,172$854.0K<0.1%+16,158+1,593.5%AddedHolders
Q1 20251,014$33.8K<0.1%+59+6.2%AddedHolders
Q4 2024955$29.8K<0.1%−15,304−94.1%ReducedHolders
Q3 202416,259$580.9K<0.1%+1,591+10.8%AddedHolders
Q2 202414,668$470.0K<0.1%+14,609+24,761.0%AddedHolders
Q1 202459$1.91K<0.1%−9−13.2%ReducedHolders
Q4 202368$2.06K<0.1%00.0%UnchangedHolders
Q3 202368$1.86K<0.1%+68NewHolders
Q1 20230$00.0%−201−100.0%Sold outHolders
Q4 2022201$5.53K<0.1%−42−17.3%ReducedHolders
Q3 2022243$5.00K<0.1%+22+10.0%AddedHolders
Q2 2022221$6.00K<0.1%+78+54.5%AddedHolders
Q1 2022143$5.00K<0.1%+9+6.7%AddedHolders
Q4 2021134$4.00K<0.1%+25+22.9%AddedHolders
Q3 2021109$3.00K<0.1%+1+0.9%AddedHolders
Q2 2021108$3.00K<0.1%+2+1.9%AddedHolders
Q1 2021106$3.00K<0.1%––Holders

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