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ENVESTNET ASSET MANAGEMENT INC: AESI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 35,189 AESI 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 35,189 shares
    Change vs previous 13F -428 shares

    <0.01% of the 13F portfolio, value $584,489.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

  2. period ended2026-03-31
    13F 35,617 shares
    Change vs previous 13F +14,533 shares

    <0.01% of the 13F portfolio, value $467,295.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, 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 21,084 shares
    Change vs previous 13F -257,539 shares

    <0.01% of the 13F portfolio, value $198,611.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 0 shares
    • Envestnet Portfolio Solutions, Inc.: 21,084 shares

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

  4. period ended2025-09-30
    13F 278,623 shares
    Change vs previous 13F -92,400 shares

    <0.01% of the 13F portfolio, value $3,167,940.

    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 371,023 shares
    Change vs previous 13F -10,071 shares

    <0.01% of the 13F portfolio, value $4,960,584.

    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 381,094 shares
    Change vs previous 13F +33,404 shares

    <0.01% of the 13F portfolio, value $6,798,711.

    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 347,690 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,711,773.

    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).