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ENVESTNET ASSET MANAGEMENT INC: UPW position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 121,818 UPW 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 121,818 shares
    Change vs previous 13F -116,734 shares

    <0.01% of the 13F portfolio, value $2,925,919.

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

  2. period ended2026-03-31
    13F 238,552 shares
    Change vs previous 13F +218,408 shares

    <0.01% of the 13F portfolio, value $5,910,991.

    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 20,144 shares
    Change vs previous 13F +15,123 shares

    <0.01% of the 13F portfolio, value $437,505.

    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 5,021 shares
    Change vs previous 13F -20,614 shares

    <0.01% of the 13F portfolio, value $458,629.

    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 25,635 shares
    Change vs previous 13F +17,073 shares

    <0.01% of the 13F portfolio, value $2,071,512.

    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 ended2025-03-31
    13F 8,562 shares
    Change vs previous 13F -2,667 shares

    <0.01% of the 13F portfolio, value $658,899.

    13F-HR 0001214659-25-006567 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).

  7. period ended2024-12-31
    13F 11,229 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $803,255.

    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).