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ENVESTNET ASSET MANAGEMENT INC: USMV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 3,854,608 USMV 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 3,854,608 shares
    Change vs previous 13F -230,876 shares

    0.08% of the 13F portfolio, value $371,793,540.

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

    • ENVESTNET ASSET MANAGEMENT INC: 3,763,692 shares
    • Envestnet Portfolio Solutions, Inc.: 90,916 shares
  2. period ended2026-03-31
    13F 4,085,484 shares
    Change vs previous 13F +332,576 shares

    0.1% of the 13F portfolio, value $378,887,804.

    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: 3,985,108 shares
    • Envestnet Portfolio Solutions, Inc.: 100,376 shares

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

  3. period ended2025-12-31
    13F 3,752,908 shares
    Change vs previous 13F -276,477 shares

    0.1% of the 13F portfolio, value $353,373,846.

    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: 3,480,989 shares
    • Envestnet Portfolio Solutions, Inc.: 271,919 shares

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

  4. period ended2025-09-30
    13F 4,029,385 shares
    Change vs previous 13F -936,329 shares

    0.1% of the 13F portfolio, value $383,355,640.

    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: 3,762,161 shares
    • Envestnet Portfolio Solutions, Inc.: 267,224 shares

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

  5. period ended2025-06-30
    13F 4,965,714 shares
    Change vs previous 13F +95,699 shares

    0.13% of the 13F portfolio, value $466,128,181.

    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: 4,686,964 shares
    • Envestnet Portfolio Solutions, Inc.: 278,750 shares

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

  6. period ended2025-03-31
    13F 4,870,015 shares
    Change vs previous 13F +164,349 shares

    0.14% of the 13F portfolio, value $456,125,620.

    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: 4,605,177 shares
    • Envestnet Portfolio Solutions, Inc.: 264,838 shares

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

  7. period ended2024-12-31
    13F 4,705,666 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $417,816,069.

    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: 4,492,363 shares
    • Envestnet Portfolio Solutions, Inc.: 213,303 shares

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