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ENVESTNET ASSET MANAGEMENT INC: DEMZ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 158,754 DEMZ 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 158,754 shares
    Change vs previous 13F +54,246 shares

    0.04% of the 13F portfolio, value $7,579,295.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

  2. period ended2026-03-31
    13F 104,508 shares
    Change vs previous 13F +4,399 shares

    0.02% of the 13F portfolio, value $4,201,443.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, 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 100,109 shares
    Change vs previous 13F +39,158 shares

    0.01% of the 13F portfolio, value $4,270,543.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, 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 60,951 shares
    Change vs previous 13F +3,267 shares

    0.01% of the 13F portfolio, value $2,547,630.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, 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 57,684 shares
    Change vs previous 13F -7,561 shares

    0.01% of the 13F portfolio, value $2,247,380.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, 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 65,245 shares
    Change vs previous 13F +731 shares

    0.01% of the 13F portfolio, value $2,230,737.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, 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 64,514 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,318,633.

    13F-HR 0001214659-25-002329 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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