Assetmark »

Xp Inc cl a shares owned by Assetmark

Quarter-by-quarter ownership of Xp Inc cl a (XP) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Xp Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Xp Inc cl a held by Assetmark consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Xp Inc cl a by Assetmark

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.2M 327k 19.04
2024-12-31 $1.7k 143 11.85
2024-09-30 $951 53 17.94
2024-06-30 $1.9k 106 17.59