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ENVESTNET ASSET MANAGEMENT INC: URTH position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 165,382 URTH 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 165,382 shares
    Change vs previous 13F -16,421 shares

    0.01% of the 13F portfolio, value $33,512,992.

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

  2. period ended2026-03-31
    13F 181,803 shares
    Change vs previous 13F -140,728 shares

    0.01% of the 13F portfolio, value $32,728,122.

    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: 181,803 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 322,531 shares
    Change vs previous 13F +203,099 shares

    0.02% of the 13F portfolio, value $59,916,608.

    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: 318,350 shares
    • Envestnet Portfolio Solutions, Inc.: 4,181 shares

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

  4. period ended2025-09-30
    13F 119,432 shares
    Change vs previous 13F -9,183 shares

    0.01% of the 13F portfolio, value $21,684,116.

    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 128,615 shares
    Change vs previous 13F -11,800 shares

    0.01% of the 13F portfolio, value $21,784,762.

    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 140,415 shares
    Change vs previous 13F -147,818 shares

    0.01% of the 13F portfolio, value $21,508,813.

    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: 140,415 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 288,233 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $44,820,203.

    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: 279,894 shares
    • Envestnet Portfolio Solutions, Inc.: 8,339 shares

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