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ENVESTNET ASSET MANAGEMENT INC: BSMS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 137,943 BSMS 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 137,943 shares
    Change vs previous 13F +9,447 shares

    <0.01% of the 13F portfolio, value $3,233,393.

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

  2. period ended2026-03-31
    13F 128,496 shares
    Change vs previous 13F +5,250 shares

    <0.01% of the 13F portfolio, value $3,006,183.

    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 123,246 shares
    Change vs previous 13F +8,184 shares

    <0.01% of the 13F portfolio, value $2,896,290.

    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 115,062 shares
    Change vs previous 13F -2,013 shares

    <0.01% of the 13F portfolio, value $2,694,173.

    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 117,075 shares
    Change vs previous 13F -26,556 shares

    <0.01% of the 13F portfolio, value $2,719,643.

    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 143,631 shares
    Change vs previous 13F +19,959 shares

    <0.01% of the 13F portfolio, value $3,328,659.

    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 123,672 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,885,267.

    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).