DiNuzzo Private Wealth, Inc.

SEC CIK: 0001994563
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

AMK holding history

AssetMark Financial Holdings, Inc. in every 13F filed by DiNuzzo Private Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMK overview All 13F holders of AMK Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of AMK by DiNuzzo Private Wealth, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−10−100.0%	Sold out	Holders
Q2 2024	10	$346	<0.1%	00.0%	Unchanged	Holders
Q1 2024	10	$355	<0.1%	00.0%	Unchanged	Holders
Q4 2023	10	$300	<0.1%	–	No prior filing	Holders