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ENVESTNET ASSET MANAGEMENT INC: BE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 165,631 BE 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 165,631 shares
    Change vs previous 13F -15,196 shares

    0.01% of the 13F portfolio, value $50,136,441.

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

    • ENVESTNET ASSET MANAGEMENT INC: 163,583 shares
    • Envestnet Portfolio Solutions, Inc.: 2,048 shares
  2. period ended2026-03-31
    13F 180,827 shares
    Change vs previous 13F +49,302 shares

    0.01% of the 13F portfolio, value $24,500,204.

    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 131,525 shares
    Change vs previous 13F -5,463 shares

    <0.01% of the 13F portfolio, value $11,428,239.

    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 136,988 shares
    Change vs previous 13F +105,159 shares

    <0.01% of the 13F portfolio, value $11,585,075.

    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 31,829 shares
    Change vs previous 13F +6,864 shares

    <0.01% of the 13F portfolio, value $761,350.

    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 24,965 shares
    Change vs previous 13F +7,540 shares

    <0.01% of the 13F portfolio, value $490,812.

    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 17,425 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $387,009.

    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).