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ENVESTNET ASSET MANAGEMENT INC: EXI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 5,688 EXI 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 5,688 shares
    Change vs previous 13F -889 shares

    <0.01% of the 13F portfolio, value $1,140,347.

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

  2. period ended2026-03-31
    13F 6,577 shares
    Change vs previous 13F -3,526 shares

    <0.01% of the 13F portfolio, value $1,190,591.

    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 10,103 shares
    Change vs previous 13F -56,168 shares

    <0.01% of the 13F portfolio, value $1,771,514.

    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 66,271 shares
    Change vs previous 13F -920 shares

    <0.01% of the 13F portfolio, value $11,448,265.

    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 67,191 shares
    Change vs previous 13F -22,786 shares

    <0.01% of the 13F portfolio, value $11,112,072.

    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 89,977 shares
    Change vs previous 13F -14,490 shares

    <0.01% of the 13F portfolio, value $13,080,856.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 89,977 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 104,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,753,874.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 99,683 shares
    • Envestnet Portfolio Solutions, Inc.: 4,784 shares

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