13F

Position

ASSETMARK, INC in Cubesmart

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $275$36.05$36.65

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025459$16.5K0.0%
Q1 2026606$22.2K$36.65$275$5.39K0.0%