Assetmark, Inc. 

CA

  SEC # 1344551

        

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94  SEC Filings   from  11/16/05  to  2/9/24  (2 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filing Agent — Filed by:  AssetMark Financial Holdings, Inc.
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Forms , Documents & Exhibits  in  88 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/9/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	50
3/29/16	OLD		40-APP		Registration:		Applications for Exemption Orders and Other Relief by Investment Companies  OLD	3
8/13/13	OLD		13F-NT		Ownership:		Quarterly Holdings Notices by Money Managers — Form 13F  OLD  — Assets Under Management	32
2/11/09	OLD		SC 13G		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD	2
11/16/05	OLD		40-6C		Registration:		Application for an Exemption or Other Relief by an Investment Company  OLD	1
					Form-Specific Documents:
2/9/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			50
					Additional Exhibits:
2/11/09	OLD		EX-99		Miscellaneous Exhibits, such as Press Releases  OLD			4
					Graphics:
3/29/16	OLD		GRAPHIC		Photos, Images and Graphs  OLD			3

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager Manager with whom Investment Discretion is Shared
5/26/21			3/31/21		236	of	549		$266		NC	Aspire Private Capital, LLC
11/9/20			9/30/20		62	of	103		$128		NY	WealthOne, LLC [ formerly Wealthpoint, LLC ]
8/13/13			6/30/13		361	of	393		$3,103		VA	Genworth Financial Inc.

No Forms  nor  Documents  Filed re:  Issuer / Subject Company

        

        

Filings History

Year		# of Filings
2024		2
2023		8
2022		4
2021		4
2020		5
2019		4
2018		4
2017		10
2016		6
2015		4
2014		5
2013		4
2012		5
2011		5
2010		4
2009		5
2008		5
2007		4
2006		4
2005		2