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ENVESTNET ASSET MANAGEMENT INC: AGGY position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 123,312 AGGY 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 123,312 shares
    Change vs previous 13F +3,589 shares

    <0.01% of the 13F portfolio, value $5,361,592.

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

  2. period ended2026-03-31
    13F 119,723 shares
    Change vs previous 13F +57,147 shares

    <0.01% of the 13F portfolio, value $5,201,955.

    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 62,576 shares
    Change vs previous 13F -8,780 shares

    <0.01% of the 13F portfolio, value $2,756,485.

    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 71,356 shares
    Change vs previous 13F -584,334 shares

    <0.01% of the 13F portfolio, value $3,158,934.

    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 655,690 shares
    Change vs previous 13F -17,656 shares

    0.01% of the 13F portfolio, value $28,607,740.

    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: 655,690 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 673,346 shares
    Change vs previous 13F -435,323 shares

    0.01% of the 13F portfolio, value $29,243,412.

    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: 668,440 shares
    • Envestnet Portfolio Solutions, Inc.: 4,906 shares

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

  7. period ended2024-12-31
    13F 1,108,669 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $47,584,091.

    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: 1,095,465 shares
    • Envestnet Portfolio Solutions, Inc.: 13,204 shares

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