ENVESTNET ASSET MANAGEMENT INC: UTL position timeline

ENVESTNET ASSET MANAGEMENT INC held 17,498 UTL 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 17,498 shares

   Change vs previous 13F -696 shares

   <0.01% of the 13F portfolio, value $921,955.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 10,736 shares
   • Envestnet Portfolio Solutions, Inc.: 6,762 shares
2. period ended2026-03-31

   13F 18,194 shares

   Change vs previous 13F -473 shares

   <0.01% of the 13F portfolio, value $950,444.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 11,108 shares
   • Envestnet Portfolio Solutions, Inc.: 7,086 shares

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

3. period ended2025-12-31

   13F 18,667 shares

   Change vs previous 13F +1,174 shares

   <0.01% of the 13F portfolio, value $904,236.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 11,186 shares
   • Envestnet Portfolio Solutions, Inc.: 7,481 shares

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

4. period ended2025-09-30

   13F 17,493 shares

   Change vs previous 13F +751 shares

   <0.01% of the 13F portfolio, value $837,217.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 12,447 shares
   • Envestnet Portfolio Solutions, Inc.: 5,046 shares

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

5. period ended2025-06-30

   13F 16,742 shares

   Change vs previous 13F +5,629 shares

   <0.01% of the 13F portfolio, value $873,113.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 11,360 shares
   • Envestnet Portfolio Solutions, Inc.: 5,382 shares

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

6. period ended2025-03-31

   13F 11,113 shares

   Change vs previous 13F +368 shares

   <0.01% of the 13F portfolio, value $641,136.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 10,745 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $582,271.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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