13F

Position

ASSETMARK, INC in Altria Group, Inc.

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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 $22.3M$57.66$65.99

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.68M$154.6M0.3%
Q1 20262.68M$177M$65.99$22.3M$30.2K0.4%