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Strategy Shs newfound reslv shares owned by Assetmark

Quarter-by-quarter ownership of Strategy Shs newfound reslv (ROMO) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Strategy Shs newfound reslv

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All positions including Strategy Shs newfound reslv held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy Shs newfound reslv by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6k 48 33.63
2025-06-30 $1.5k 48 32.02
2025-03-31 $1.5k 48 30.46

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Top funds holding Strategy Shs newfound reslv

WJ Interests
Innova Wealth Partners
Financial Enhancement
Lifeworks Advisors
Gts Securities
Pensionmark Financial Group
CWM
Geneos Wealth Management
Harbour Investments
UBS Group
North Star Investment Management
Assetmark

View all funds holding Strategy Shs newfound reslv