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ENVESTNET ASSET MANAGEMENT INC: UDEC position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 162,403 UDEC shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 162,403 shares
    Change vs previous 13F -54,192 shares

    <0.01% of the 13F portfolio, value $6,768,973.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 216,595 shares
    Change vs previous 13F -583 shares

    <0.01% of the 13F portfolio, value $8,412,550.

    13F-HR 0001214659-26-005464 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).

  3. period ended2025-12-31
    13F 217,178 shares
    Change vs previous 13F +21,486 shares

    <0.01% of the 13F portfolio, value $8,608,936.

    13F-HR 0001214659-26-001375 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).

  4. period ended2025-09-30
    13F 195,692 shares
    Change vs previous 13F -97,729 shares

    <0.01% of the 13F portfolio, value $7,508,702.

    13F-HR 0001214659-25-015924 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 ended2025-06-30
    13F 293,421 shares
    Change vs previous 13F +248,722 shares

    <0.01% of the 13F portfolio, value $10,692,261.

    13F-HR 0001214659-25-011234 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).

  6. period ended2025-03-31
    13F 44,699 shares
    Change vs previous 13F +14,924 shares

    <0.01% of the 13F portfolio, value $1,533,176.

    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).

  7. period ended2024-12-31
    13F 29,775 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,044,805.

    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).