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Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

YOU holding history

Clear Secure, 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.

YOU overviewAll 13F holders of YOUFull Q2 2026 holdings

Shares (Q2 2026)
13,226
Value
$737.1K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2022
Holdings of YOU by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,226$737.1K<0.1%+3,085+30.4%AddedHolders
Q1 202610,141$490.9K<0.1%+9,906+4,215.3%AddedHolders
Q4 2025235$8.24K<0.1%+64+37.4%AddedHolders
Q3 2025171$5.71K<0.1%+171NewHolders
Q2 20220$00.0%−157−100.0%Sold outHolders
Q1 2022157$4.00K<0.1%+157NewHolders