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ENVESTNET ASSET MANAGEMENT INC: BRO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 464,414 BRO 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 464,414 shares
    Change vs previous 13F -57,126 shares

    0.01% of the 13F portfolio, value $29,792,161.

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

  2. period ended2026-03-31
    13F 521,540 shares
    Change vs previous 13F -114,694 shares

    0.01% of the 13F portfolio, value $34,009,616.

    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: 521,540 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 636,234 shares
    Change vs previous 13F -90,184 shares

    0.01% of the 13F portfolio, value $50,707,867.

    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: 625,105 shares
    • Envestnet Portfolio Solutions, Inc.: 11,129 shares

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

  4. period ended2025-09-30
    13F 726,418 shares
    Change vs previous 13F -29,227 shares

    0.02% of the 13F portfolio, value $68,130,762.

    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: 713,444 shares
    • Envestnet Portfolio Solutions, Inc.: 12,974 shares

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

  5. period ended2025-06-30
    13F 755,645 shares
    Change vs previous 13F -54,315 shares

    0.02% of the 13F portfolio, value $83,778,408.

    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: 741,295 shares
    • Envestnet Portfolio Solutions, Inc.: 14,350 shares

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

  6. period ended2025-03-31
    13F 809,960 shares
    Change vs previous 13F +44,270 shares

    0.03% of the 13F portfolio, value $100,759,109.

    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: 801,194 shares
    • Envestnet Portfolio Solutions, Inc.: 8,766 shares

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

  7. period ended2024-12-31
    13F 765,690 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $78,115,703.

    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: 754,556 shares
    • Envestnet Portfolio Solutions, Inc.: 11,134 shares

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