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ENVESTNET ASSET MANAGEMENT INC: USIG position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 6,437,173 USIG 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 6,437,173 shares
    Change vs previous 13F -516,011 shares

    0.08% of the 13F portfolio, value $330,162,585.

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

    • ENVESTNET ASSET MANAGEMENT INC: 6,437,173 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares
  2. period ended2026-03-31
    13F 6,953,184 shares
    Change vs previous 13F -910,570 shares

    0.09% of the 13F portfolio, value $356,211,641.

    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: 6,946,627 shares
    • Envestnet Portfolio Solutions, Inc.: 6,557 shares

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

  3. period ended2025-12-31
    13F 7,863,754 shares
    Change vs previous 13F +639,542 shares

    0.11% of the 13F portfolio, value $407,106,576.

    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: 7,837,404 shares
    • Envestnet Portfolio Solutions, Inc.: 26,350 shares

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

  4. period ended2025-09-30
    13F 7,224,212 shares
    Change vs previous 13F +203,419 shares

    0.1% of the 13F portfolio, value $377,248,350.

    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: 7,201,661 shares
    • Envestnet Portfolio Solutions, Inc.: 22,551 shares

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

  5. period ended2025-06-30
    13F 7,020,793 shares
    Change vs previous 13F +1,421,407 shares

    0.1% of the 13F portfolio, value $361,140,071.

    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: 6,959,465 shares
    • Envestnet Portfolio Solutions, Inc.: 61,328 shares

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

  6. period ended2025-03-31
    13F 5,599,386 shares
    Change vs previous 13F +434,058 shares

    0.09% of the 13F portfolio, value $286,016,661.

    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: 5,540,616 shares
    • Envestnet Portfolio Solutions, Inc.: 58,770 shares

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

  7. period ended2024-12-31
    13F 5,165,328 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $259,712,680.

    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: 5,095,394 shares
    • Envestnet Portfolio Solutions, Inc.: 69,934 shares

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