ENVESTNET ASSET MANAGEMENT INC: UFPI position timeline

ENVESTNET ASSET MANAGEMENT INC held 121,751 UFPI 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 121,751 shares

   Change vs previous 13F +15,774 shares

   <0.01% of the 13F portfolio, value $11,047,020.

   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

2. period ended2026-03-31

   13F 105,977 shares

   Change vs previous 13F +5,851 shares

   <0.01% of the 13F portfolio, value $9,762,565.

   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: 105,977 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 100,126 shares

   Change vs previous 13F -24,267 shares

   <0.01% of the 13F portfolio, value $9,116,433.

   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: 97,263 shares
   • Envestnet Portfolio Solutions, Inc.: 2,863 shares

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

4. period ended2025-09-30

   13F 124,393 shares

   Change vs previous 13F -9,369 shares

   <0.01% of the 13F portfolio, value $11,629,501.

   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: 121,045 shares
   • Envestnet Portfolio Solutions, Inc.: 3,348 shares

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

5. period ended2025-06-30

   13F 133,762 shares

   Change vs previous 13F -8,511 shares

   <0.01% of the 13F portfolio, value $13,290,633.

   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: 130,495 shares
   • Envestnet Portfolio Solutions, Inc.: 3,267 shares

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

6. period ended2025-03-31

   13F 142,273 shares

   Change vs previous 13F +7,714 shares

   <0.01% of the 13F portfolio, value $15,228,943.

   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: 138,915 shares
   • Envestnet Portfolio Solutions, Inc.: 3,358 shares

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

7. period ended2024-12-31

   13F 134,559 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $15,158,060.

   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: 130,177 shares
   • Envestnet Portfolio Solutions, Inc.: 4,382 shares

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