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ENVESTNET ASSET MANAGEMENT INC: UTI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 260,856 UTI 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 260,856 shares
    Change vs previous 13F +71,605 shares

    <0.01% of the 13F portfolio, value $11,156,811.

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

  2. period ended2026-03-31
    13F 189,251 shares
    Change vs previous 13F +45,461 shares

    <0.01% of the 13F portfolio, value $6,831,961.

    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 143,790 shares
    Change vs previous 13F -8,709 shares

    <0.01% of the 13F portfolio, value $3,757,233.

    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 152,499 shares
    Change vs previous 13F +61,971 shares

    <0.01% of the 13F portfolio, value $4,963,842.

    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 90,528 shares
    Change vs previous 13F +75,296 shares

    <0.01% of the 13F portfolio, value $3,067,994.

    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 15,232 shares
    Change vs previous 13F +7,337 shares

    <0.01% of the 13F portfolio, value $391,158.

    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 7,895 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,980.

    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).