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ENVESTNET ASSET MANAGEMENT INC: UMBF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 147,913 UMBF 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 147,913 shares
    Change vs previous 13F +7,834 shares

    <0.01% of the 13F portfolio, value $21,116,003.

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

    • ENVESTNET ASSET MANAGEMENT INC: 140,449 shares
    • Envestnet Portfolio Solutions, Inc.: 7,464 shares
  2. period ended2026-03-31
    13F 140,079 shares
    Change vs previous 13F -26,118 shares

    <0.01% of the 13F portfolio, value $15,799,481.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 132,428 shares
    • Envestnet Portfolio Solutions, Inc.: 7,651 shares

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

  3. period ended2025-12-31
    13F 166,197 shares
    Change vs previous 13F -26,247 shares

    0.01% of the 13F portfolio, value $19,119,370.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 156,448 shares
    • Envestnet Portfolio Solutions, Inc.: 9,749 shares

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

  4. period ended2025-09-30
    13F 192,444 shares
    Change vs previous 13F +4,024 shares

    0.01% of the 13F portfolio, value $22,775,748.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 182,721 shares
    • Envestnet Portfolio Solutions, Inc.: 9,723 shares

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

  5. period ended2025-06-30
    13F 188,420 shares
    Change vs previous 13F -5,155 shares

    0.01% of the 13F portfolio, value $19,814,248.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 178,132 shares
    • Envestnet Portfolio Solutions, Inc.: 10,288 shares

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

  6. period ended2025-03-31
    13F 193,575 shares
    Change vs previous 13F +77,520 shares

    0.01% of the 13F portfolio, value $19,570,402.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 188,043 shares
    • Envestnet Portfolio Solutions, Inc.: 5,532 shares

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

  7. period ended2024-12-31
    13F 116,055 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,098,016.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 110,045 shares
    • Envestnet Portfolio Solutions, Inc.: 6,010 shares

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