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ENVESTNET ASSET MANAGEMENT INC: ETHO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 67,158 ETHO 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 67,158 shares
    Change vs previous 13F +11,529 shares

    <0.01% of the 13F portfolio, value $5,413,554.

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

    • ENVESTNET ASSET MANAGEMENT INC: 5,086 shares
    • Envestnet Portfolio Solutions, Inc.: 62,072 shares
  2. period ended2026-03-31
    13F 55,629 shares
    Change vs previous 13F +2,599 shares

    <0.01% of the 13F portfolio, value $3,675,788.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 5,224 shares
    • Envestnet Portfolio Solutions, Inc.: 50,405 shares

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

  3. period ended2025-12-31
    13F 53,030 shares
    Change vs previous 13F +6,665 shares

    <0.01% of the 13F portfolio, value $3,462,831.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 8,107 shares
    • Envestnet Portfolio Solutions, Inc.: 44,923 shares

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

  4. period ended2025-09-30
    13F 46,365 shares
    Change vs previous 13F +1,869 shares

    <0.01% of the 13F portfolio, value $2,952,761.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 7,850 shares
    • Envestnet Portfolio Solutions, Inc.: 38,515 shares

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

  5. period ended2025-06-30
    13F 44,496 shares
    Change vs previous 13F -3,970 shares

    <0.01% of the 13F portfolio, value $2,586,545.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 8,034 shares
    • Envestnet Portfolio Solutions, Inc.: 36,462 shares

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

  6. period ended2025-03-31
    13F 48,466 shares
    Change vs previous 13F +1,070 shares

    <0.01% of the 13F portfolio, value $2,665,134.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 8,267 shares
    • Envestnet Portfolio Solutions, Inc.: 40,199 shares

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

  7. period ended2024-12-31
    13F 47,396 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,831,482.

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

    • ENVESTNET ASSET MANAGEMENT INC: 8,600 shares
    • Envestnet Portfolio Solutions, Inc.: 38,796 shares

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