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ENVESTNET ASSET MANAGEMENT INC: BRW position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,075,205 BRW 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 1,075,205 shares
    Change vs previous 13F +189,411 shares

    <0.01% of the 13F portfolio, value $7,064,098.

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

  2. period ended2026-03-31
    13F 885,794 shares
    Change vs previous 13F +253,976 shares

    <0.01% of the 13F portfolio, value $5,970,249.

    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 631,818 shares
    Change vs previous 13F -78,459 shares

    <0.01% of the 13F portfolio, value $4,429,044.

    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 710,277 shares
    Change vs previous 13F +658,039 shares

    <0.01% of the 13F portfolio, value $5,518,850.

    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 52,238 shares
    Change vs previous 13F +4,007 shares

    <0.01% of the 13F portfolio, value $421,037.

    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 48,231 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $374,274.

    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).