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ENVESTNET ASSET MANAGEMENT INC: UGE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 22,102 UGE 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 22,102 shares
    Change vs previous 13F +1,790 shares

    <0.01% of the 13F portfolio, value $411,311.

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

  2. period ended2026-03-31
    13F 20,312 shares
    Change vs previous 13F +990 shares

    <0.01% of the 13F portfolio, value $374,345.

    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 19,322 shares
    Change vs previous 13F -1,877 shares

    <0.01% of the 13F portfolio, value $323,067.

    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 21,199 shares
    Change vs previous 13F +292 shares

    <0.01% of the 13F portfolio, value $365,559.

    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 20,907 shares
    Change vs previous 13F +20,907 shares

    <0.01% of the 13F portfolio, value $388,405.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

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