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Disclosery

ASSETMARK, INC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on UPS, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 102,516 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,516 shares
    Change vs previous 13F +11,516 shares

    0.02% of the 13F portfolio, value $11,020,477.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 91,000 shares
    Change vs previous 13F +8,578 shares

    0.02% of the 13F portfolio, value $8,952,590.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,422 shares
    Change vs previous 13F +2,003 shares

    0.02% of the 13F portfolio, value $8,175,416.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 80,419 shares
    Change vs previous 13F +10,233 shares

    0.01% of the 13F portfolio, value $6,717,389.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 70,186 shares
    Change vs previous 13F -23,017 shares

    0.02% of the 13F portfolio, value $7,084,548.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 93,203 shares
    Change vs previous 13F -7,009 shares

    0.03% of the 13F portfolio, value $10,251,448.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 100,212 shares
    Change vs previous 13F +19,326 shares

    0.03% of the 13F portfolio, value $12,636,794.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,886 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,028,000.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).