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ENVESTNET ASSET MANAGEMENT INC: BSMR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 131,780 BSMR 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 131,780 shares
    Change vs previous 13F +7,045 shares

    <0.01% of the 13F portfolio, value $3,115,278.

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

  2. period ended2026-03-31
    13F 124,735 shares
    Change vs previous 13F +9,162 shares

    <0.01% of the 13F portfolio, value $2,950,475.

    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 115,573 shares
    Change vs previous 13F -5,843 shares

    <0.01% of the 13F portfolio, value $2,735,056.

    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 121,416 shares
    Change vs previous 13F -9,348 shares

    <0.01% of the 13F portfolio, value $2,872,692.

    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 130,764 shares
    Change vs previous 13F -13,096 shares

    <0.01% of the 13F portfolio, value $3,069,036.

    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 143,860 shares
    Change vs previous 13F +24,340 shares

    <0.01% of the 13F portfolio, value $3,387,905.

    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 119,520 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,820,677.

    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).