ENVESTNET ASSET MANAGEMENT INC: UBS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,694,942 UBS shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 1,694,942 shares
Change vs previous 13F +183,687 shares
0.02% of the 13F portfolio, value $84,000,022.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,686,431 shares
- Envestnet Portfolio Solutions, Inc.: 8,511 shares
period ended2026-03-31
13F 1,511,255 shares
Change vs previous 13F +80,718 shares
0.02% of the 13F portfolio, value $59,044,751.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,503,490 shares
- Envestnet Portfolio Solutions, Inc.: 7,765 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,430,537 shares
Change vs previous 13F -162,262 shares
0.02% of the 13F portfolio, value $66,248,167.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,412,986 shares
- Envestnet Portfolio Solutions, Inc.: 17,551 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,592,799 shares
Change vs previous 13F -51,489 shares
0.02% of the 13F portfolio, value $65,304,762.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,576,783 shares
- Envestnet Portfolio Solutions, Inc.: 16,016 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,644,288 shares
Change vs previous 13F -94,520 shares
0.02% of the 13F portfolio, value $55,609,793.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,628,308 shares
- Envestnet Portfolio Solutions, Inc.: 15,980 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,738,808 shares
Change vs previous 13F +6,365 shares
0.02% of the 13F portfolio, value $53,259,679.
13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,716,424 shares
- Envestnet Portfolio Solutions, Inc.: 22,384 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,732,443 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $52,527,659.
13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,679,033 shares
- Envestnet Portfolio Solutions, Inc.: 53,410 shares
Acceptance time not in the bulk data set (spec §4.2).