ENVESTNET ASSET MANAGEMENT INC: UL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 4,262,477 UL 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 4,262,477 shares
Change vs previous 13F -297,915 shares
0.06% of the 13F portfolio, value $256,258,565.
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: 4,223,732 shares
- Envestnet Portfolio Solutions, Inc.: 38,745 shares
period ended2026-03-31
13F 4,560,392 shares
Change vs previous 13F +1,633,354 shares
0.07% of the 13F portfolio, value $259,805,547.
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: 4,519,601 shares
- Envestnet Portfolio Solutions, Inc.: 40,791 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,927,038 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $191,428,267.
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: 2,871,929 shares
- Envestnet Portfolio Solutions, Inc.: 55,109 shares
Acceptance time not in the bulk data set (spec §4.2).