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Disclosery

ASSETMARK, INC: UPWK position timeline

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

ASSETMARK, INC held 30,452 UPWK 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 30,452 shares
    Change vs previous 13F -1,187 shares

    <0.01% of the 13F portfolio, value $254,579.

    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 31,639 shares
    Change vs previous 13F -6,134 shares

    <0.01% of the 13F portfolio, value $346,763.

    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 37,773 shares
    Change vs previous 13F -2,169 shares

    <0.01% of the 13F portfolio, value $748,661.

    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 39,942 shares
    Change vs previous 13F +273 shares

    <0.01% of the 13F portfolio, value $741,723.

    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 39,669 shares
    Change vs previous 13F +740 shares

    <0.01% of the 13F portfolio, value $533,151.

    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 38,929 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $508,023.

    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).