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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

WHR holding history

Whirlpool Corp 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.

WHR overviewAll 13F holders of WHRFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$95
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of WHR by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$95<0.1%−98−98.0%ReducedHolders
Q1 2026100$5.38K<0.1%+59+143.9%AddedHolders
Q4 202541$2.98K<0.1%+39+1,950.0%AddedHolders
Q3 20252$193<0.1%00.0%UnchangedHolders
Q2 20252$250<0.1%−3−60.0%ReducedHolders
Q1 20255$487<0.1%−74−93.7%ReducedHolders
Q4 202479$9.04K<0.1%+23+41.1%AddedHolders
Q3 202456$5.99K<0.1%+56NewHolders
Q2 20240$00.0%−45−100.0%Sold outHolders
Q1 202445$5.38K<0.1%−38−45.8%ReducedHolders
Q4 202383$10.1K<0.1%+83NewHolders
Q2 20230$00.0%−968−100.0%Sold outHolders
Q1 2023968$127.8K<0.1%+79+8.9%AddedHolders
Q4 2022889$125.8K<0.1%+18+2.1%AddedHolders
Q3 2022871$117.0K<0.1%+25+3.0%AddedHolders
Q2 2022846$131.0K<0.1%−146−14.7%ReducedHolders
Q1 2022992$171.0K<0.1%+150+17.8%AddedHolders
Q4 2021842$198.0K<0.1%−14−1.6%ReducedHolders
Q3 2021856$175.0K<0.1%+63+7.9%AddedHolders
Q2 2021793$173.0K<0.1%+104+15.1%AddedHolders
Q1 2021689$152.0K<0.1%––Holders

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