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ENVESTNET ASSET MANAGEMENT INC: EQWL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,069,858 EQWL 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 1,069,858 shares
    Change vs previous 13F +16,167 shares

    0.03% of the 13F portfolio, value $138,033,105.

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

  2. period ended2026-03-31
    13F 1,053,691 shares
    Change vs previous 13F +965,253 shares

    0.03% of the 13F portfolio, value $121,427,310.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,053,691 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 88,438 shares
    Change vs previous 13F -4,574 shares

    <0.01% of the 13F portfolio, value $10,449,791.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 84,815 shares
    • Envestnet Portfolio Solutions, Inc.: 3,623 shares

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

  4. period ended2025-09-30
    13F 93,012 shares
    Change vs previous 13F +14,806 shares

    <0.01% of the 13F portfolio, value $10,666,656.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 89,817 shares
    • Envestnet Portfolio Solutions, Inc.: 3,195 shares

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

  5. period ended2025-06-30
    13F 78,206 shares
    Change vs previous 13F +9,655 shares

    <0.01% of the 13F portfolio, value $8,600,285.

    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 68,551 shares
    Change vs previous 13F +10,967 shares

    <0.01% of the 13F portfolio, value $7,066,969.

    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 57,584 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,889,706.

    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).