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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

WK holding history

Workiva 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.

WK overviewAll 13F holders of WKFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of WK by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−48−100.0%Sold outHolders
Q1 202648$2.86K<0.1%+46+2,300.0%AddedHolders
Q4 20252$173<0.1%00.0%UnchangedHolders
Q3 20252$172<0.1%00.0%UnchangedHolders
Q2 20252$137<0.1%−15−88.2%ReducedHolders
Q1 202517$1.29K<0.1%00.0%UnchangedHolders
Q4 202417$1.86K<0.1%+17NewHolders
Q1 20220$00.0%−4−100.0%Sold outHolders
Q4 20214$1.00K<0.1%00.0%UnchangedHolders
Q3 20214$1.00K<0.1%+4NewHolders
Q2 20210$00.0%−4−100.0%Sold outHolders
Q1 20214$00.0%––Holders

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