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ENVESTNET ASSET MANAGEMENT INC: AVSE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 7,547 AVSE 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 7,547 shares
    Change vs previous 13F +1,101 shares

    <0.01% of the 13F portfolio, value $617,638.

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

  2. period ended2026-03-31
    13F 6,446 shares
    Change vs previous 13F +1,347 shares

    <0.01% of the 13F portfolio, value $429,072.

    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 5,099 shares
    Change vs previous 13F +1,317 shares

    <0.01% of the 13F portfolio, value $331,318.

    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 3,782 shares
    Change vs previous 13F -576 shares

    <0.01% of the 13F portfolio, value $240,411.

    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 4,358 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,506.

    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).