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ENVESTNET ASSET MANAGEMENT INC: BWZ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 123,852 BWZ 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 123,852 shares
    Change vs previous 13F +11,475 shares

    <0.01% of the 13F portfolio, value $3,313,033.

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

  2. period ended2026-03-31
    13F 112,377 shares
    Change vs previous 13F -3,844 shares

    <0.01% of the 13F portfolio, value $3,025,183.

    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 116,221 shares
    Change vs previous 13F -20,511 shares

    <0.01% of the 13F portfolio, value $3,185,624.

    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 136,732 shares
    Change vs previous 13F -297,679 shares

    <0.01% of the 13F portfolio, value $3,803,876.

    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 434,411 shares
    Change vs previous 13F +108,392 shares

    <0.01% of the 13F portfolio, value $12,188,469.

    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 326,019 shares
    Change vs previous 13F -54,685 shares

    <0.01% of the 13F portfolio, value $8,561,263.

    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 380,704 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,645,148.

    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).