ENVESTNET ASSET MANAGEMENT INC: UWM position timeline

ENVESTNET ASSET MANAGEMENT INC held 160,906 UWM 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 160,906 shares

   Change vs previous 13F -17,934 shares

   <0.01% of the 13F portfolio, value $10,817,710.

   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

2. period ended2026-03-31

   13F 178,840 shares

   Change vs previous 13F -6,132 shares

   <0.01% of the 13F portfolio, value $8,346,463.

   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

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

3. period ended2025-12-31

   13F 184,972 shares

   Change vs previous 13F -70,989 shares

   <0.01% of the 13F portfolio, value $8,697,383.

   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

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

4. period ended2025-09-30

   13F 255,961 shares

   Change vs previous 13F -2,738,574 shares

   <0.01% of the 13F portfolio, value $11,866,367.

   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: 255,961 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

5. period ended2025-06-30

   13F 2,994,535 shares

   Change vs previous 13F -186,577 shares

   0.03% of the 13F portfolio, value $112,804,137.

   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: 2,742,841 shares
   • Envestnet Portfolio Solutions, Inc.: 251,694 shares

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

6. period ended2025-03-31

   13F 3,181,112 shares

   Change vs previous 13F -158,311 shares

   0.03% of the 13F portfolio, value $106,376,411.

   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

   • ENVESTNET ASSET MANAGEMENT INC: 2,917,722 shares
   • Envestnet Portfolio Solutions, Inc.: 263,390 shares

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

7. period ended2024-12-31

   13F 3,339,423 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $139,754,860.

   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

   • ENVESTNET ASSET MANAGEMENT INC: 3,019,931 shares
   • Envestnet Portfolio Solutions, Inc.: 319,492 shares

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