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AssetMark Financial Holdings, Inc.: filings

Every AssetMark Financial Holdings, Inc. annual and quarterly report in the SEC record with the published financial measures it tagged, 21 filings, each linked to its SEC index.

Filing record ends 2024-08-06

The latest filing in this captured record is a 10-Q filed 2024-08-06. No later filing is in the SEC companyfacts record captured on 2026-09-22. AssetMark Financial Holdings, Inc. may have stopped filing, merged, or changed its reporting entity; nothing on this page describes its current status. Values are as reported at the time.

Filings with published measures

Each page shows what one filing reported, as tagged in that filing, with the periods it covered. Later filings can restate a value; the company overview shows the latest-filed value per period.

FormFiledFiscal periodMeasuresFactsSEC accession
10-Q2024-08-06fiscal Q2 2024401090001628280-24-035238
10-Q2024-05-07fiscal Q1 202440810001628280-24-021139
10-K2024-03-14fiscal FY 2023471200001628280-24-011239
10-Q2023-11-07fiscal Q3 2023401090001628280-23-037393
10-Q2023-08-04fiscal Q2 2023401090001628280-23-027552
10-Q2023-05-05fiscal Q1 202340810001564590-23-007049
10-K2023-03-14fiscal FY 2022471180001564590-23-003575
10-Q2022-11-08fiscal Q3 2022421130001564590-22-037056
10-Q2022-08-08fiscal Q2 2022421130001564590-22-028459
10-Q2022-05-09fiscal Q1 202241810001564590-22-018904
10-K2022-03-10fiscal FY 2021461180001564590-22-009667
10-Q2021-11-09fiscal Q3 2021421140001564590-21-055776
10-Q2021-08-06fiscal Q2 2021421120001564590-21-042168
10-Q2021-05-07fiscal Q1 202141810001564590-21-025606
10-K2021-03-10fiscal FY 2020451130001564590-21-012080
10-Q2020-11-13fiscal Q3 2020381020001564590-20-053709
10-Q2020-08-11fiscal Q2 202036910001564590-20-039363
10-Q2020-05-13fiscal Q1 202036700001564590-20-025086
10-K2020-03-13fiscal FY 201937920001564590-20-010862
10-Q2019-11-06fiscal Q3 201935880001564590-19-040571
10-Q2019-08-28fiscal Q2 201935880001564590-19-033356

Inspect the source

Entity
AssetMark Financial Holdings, Inc. / CIK 0001591587
Captured
SEC response SHA-256
b125d118198efd7208460bd61ecead92f036f561440671b062f5022cd96bbfff

Current SEC company facts · Download the original response snapshot (gzip) · Download the selected JSON

Every published concept a filing tagged, with the periods it covered, as reported in that filing at capture time. Forms 10-K, 10-K/A, 10-Q, 10-Q/A, 20-F, 20-F/A, 40-F, 40-F/A. A filing page needs at least 8 published concepts. Later filings can restate these values; the company history pages show the latest-filed value per period.

Public company accounting reference, not market prices, returns, an investment recommendation, or ALPHAC performance. Validate a separately constructed return series with the validation API; accounting values are not returns.

Use this in research

A financial period ends before its results become public. Use the filing date as a minimum availability boundary, inspect amendments, and retain the original filing vintage when testing historical signals. This latest-filed selection can contain information unavailable at the time.

These pages do not supply prices, total-return histories, corporate-action adjustments or a tradable universe. Build those inputs separately before evaluating a strategy. A profitable backtest can still reflect selection bias or costs that were left out.

Research methodology · Execution and cost assumptions · Check backtest overfitting

Build with the open-source tools

Use these accounting records as inspectable inputs. When you have constructed a return series, the validation tools can help test its statistical evidence and preserve the result with its limitations.

Read the published dataset with Python
import json
from urllib.request import urlopen

with urlopen("https://canlicapital.com/company-data/0001591587.json") as response:
    record = json.load(response)
print(record["fetched_at"])
print(record["policy"])
for concept in record["concepts"]:
    print(concept["tag"], next(iter(concept["observations"])))