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ENVESTNET ASSET MANAGEMENT INC: BALI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 3,982,744 BALI 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 3,982,744 shares
    Change vs previous 13F +1,850,212 shares

    0.03% of the 13F portfolio, value $134,736,215.

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

    • ENVESTNET ASSET MANAGEMENT INC: 3,414,161 shares
    • Envestnet Portfolio Solutions, Inc.: 568,583 shares
  2. period ended2026-03-31
    13F 2,132,532 shares
    Change vs previous 13F +222,563 shares

    0.02% of the 13F portfolio, value $65,703,301.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,860,701 shares
    • Envestnet Portfolio Solutions, Inc.: 271,831 shares

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

  3. period ended2025-12-31
    13F 1,909,969 shares
    Change vs previous 13F +134,386 shares

    0.02% of the 13F portfolio, value $60,507,831.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,687,701 shares
    • Envestnet Portfolio Solutions, Inc.: 222,268 shares

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

  4. period ended2025-09-30
    13F 1,775,583 shares
    Change vs previous 13F +88,300 shares

    0.02% of the 13F portfolio, value $56,356,997.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,585,012 shares
    • Envestnet Portfolio Solutions, Inc.: 190,571 shares

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

  5. period ended2025-06-30
    13F 1,687,283 shares
    Change vs previous 13F +679,779 shares

    0.01% of the 13F portfolio, value $50,804,092.

    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: 1,512,958 shares
    • Envestnet Portfolio Solutions, Inc.: 174,325 shares

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

  6. period ended2025-03-31
    13F 1,007,504 shares
    Change vs previous 13F +125,332 shares

    0.01% of the 13F portfolio, value $29,006,028.

    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: 912,457 shares
    • Envestnet Portfolio Solutions, Inc.: 95,047 shares

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

  7. period ended2024-12-31
    13F 882,172 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,685,710.

    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: 792,324 shares
    • Envestnet Portfolio Solutions, Inc.: 89,848 shares

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