ENVESTNET ASSET MANAGEMENT INC: UPS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,718,218 UPS 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 1,718,218 shares
Change vs previous 13F +113,846 shares
0.04% of the 13F portfolio, value $184,707,802.
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: 1,663,540 shares
- Envestnet Portfolio Solutions, Inc.: 54,678 shares
period ended2026-03-31
13F 1,604,372 shares
Change vs previous 13F +458,140 shares
0.04% of the 13F portfolio, value $157,838,630.
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: 1,556,317 shares
- Envestnet Portfolio Solutions, Inc.: 48,055 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,146,232 shares
Change vs previous 13F +115,708 shares
0.03% of the 13F portfolio, value $113,694,681.
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: 1,095,447 shares
- Envestnet Portfolio Solutions, Inc.: 50,785 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,030,524 shares
Change vs previous 13F -310,008 shares
0.02% of the 13F portfolio, value $86,079,647.
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: 997,015 shares
- Envestnet Portfolio Solutions, Inc.: 33,509 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,340,532 shares
Change vs previous 13F -170,057 shares
0.04% of the 13F portfolio, value $135,313,382.
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: 1,273,001 shares
- Envestnet Portfolio Solutions, Inc.: 67,531 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,510,589 shares
Change vs previous 13F +161,882 shares
0.05% of the 13F portfolio, value $166,149,698.
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: 1,463,762 shares
- Envestnet Portfolio Solutions, Inc.: 46,827 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,348,707 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $170,071,933.
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: 1,297,356 shares
- Envestnet Portfolio Solutions, Inc.: 51,351 shares
Acceptance time not in the bulk data set (spec §4.2).