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ENVESTNET ASSET MANAGEMENT INC: UDIV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 7,076 UDIV 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 7,076 shares
    Change vs previous 13F -155 shares

    <0.01% of the 13F portfolio, value $425,259.

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

  2. period ended2026-03-31
    13F 7,231 shares
    Change vs previous 13F -971 shares

    <0.01% of the 13F portfolio, value $373,251.

    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 8,202 shares
    Change vs previous 13F +261 shares

    <0.01% of the 13F portfolio, value $435,930.

    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 7,941 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $415,992.

    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 8,050 shares
    Change vs previous 13F +82 shares

    <0.01% of the 13F portfolio, value $388,214.

    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 7,968 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $348,441.

    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 7,919 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $359,558.

    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).