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ENVESTNET ASSET MANAGEMENT INC: USRT position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 155,021 USRT 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 155,021 shares
    Change vs previous 13F -17,849 shares

    <0.01% of the 13F portfolio, value $10,301,173.

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

  2. period ended2026-03-31
    13F 172,870 shares
    Change vs previous 13F -416,509 shares

    <0.01% of the 13F portfolio, value $10,232,162.

    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 589,379 shares
    Change vs previous 13F +147,838 shares

    0.01% of the 13F portfolio, value $33,571,041.

    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 441,541 shares
    Change vs previous 13F -17,714 shares

    0.01% of the 13F portfolio, value $25,927,263.

    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 459,255 shares
    Change vs previous 13F +54,040 shares

    0.01% of the 13F portfolio, value $25,975,444.

    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: 459,255 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 405,215 shares
    Change vs previous 13F -24,883 shares

    0.01% of the 13F portfolio, value $23,340,383.

    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: 397,539 shares
    • Envestnet Portfolio Solutions, Inc.: 7,676 shares

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

  7. period ended2024-12-31
    13F 430,098 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,648,916.

    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: 419,834 shares
    • Envestnet Portfolio Solutions, Inc.: 10,264 shares

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