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Peak shares owned by Assetmark

Quarter-by-quarter ownership of Peak (DOC) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Peak

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All positions including Peak held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 399k 19.15
2025-06-30 $80k 4.5k 17.51
2025-03-31 $68k 3.3k 20.22
2024-12-31 $60k 3.0k 20.27
2024-09-30 $13k 559 22.87
2024-06-30 $7.7k 392 19.60
2024-03-31 $11k 610 18.75
2023-12-31 $11k 556 19.80
2023-09-30 $11k 582 18.36
2023-06-30 $12k 571 20.10
2023-03-31 $13k 571 21.97
2022-12-31 $15k 596 25.07
2022-09-30 $14k 596 23.49
2022-06-30 $14k 557 25.13
2022-03-31 $20k 585 34.19
2021-12-31 $20k 557 35.91
2021-09-30 $19k 557 34.11
2021-06-30 $21k 626 33.55
2021-03-31 $210k 6.6k 31.76
2020-12-31 $209k 6.9k 30.21
2020-09-30 $246k 9.1k 27.18
2020-06-30 $25M 910k 27.56
2020-03-31 $22M 901k 23.85
2019-12-31 $33M 969k 34.47