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ENVESTNET ASSET MANAGEMENT INC: UA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 0 UA shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -36,029 shares

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 0 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 36,029 shares
    Change vs previous 13F -2,694 shares

    <0.01% of the 13F portfolio, value $174,020.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 10,751 shares
    • Envestnet Portfolio Solutions, Inc.: 25,278 shares

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

  3. period ended2025-06-30
    13F 38,723 shares
    Change vs previous 13F +22,711 shares

    <0.01% of the 13F portfolio, value $251,312.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 13,164 shares
    • Envestnet Portfolio Solutions, Inc.: 25,559 shares

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

  4. period ended2025-03-31
    13F 16,012 shares
    Change vs previous 13F -2,621 shares

    <0.01% of the 13F portfolio, value $95,271.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 18,633 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $139,002.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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