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ENVESTNET ASSET MANAGEMENT INC: BOXX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 61,359 BOXX 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 61,359 shares
    Change vs previous 13F +10,708 shares

    <0.01% of the 13F portfolio, value $7,168,835.

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

  2. period ended2026-03-31
    13F 50,651 shares
    Change vs previous 13F -14,708 shares

    <0.01% of the 13F portfolio, value $5,890,205.

    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 65,359 shares
    Change vs previous 13F +6,756 shares

    <0.01% of the 13F portfolio, value $7,522,815.

    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 58,603 shares
    Change vs previous 13F +34,031 shares

    <0.01% of the 13F portfolio, value $6,672,532.

    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 24,572 shares
    Change vs previous 13F +4,089 shares

    <0.01% of the 13F portfolio, value $2,768,789.

    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 20,483 shares
    Change vs previous 13F +3,045 shares

    <0.01% of the 13F portfolio, value $2,283,641.

    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 17,438 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,923,063.

    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).