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ENVESTNET ASSET MANAGEMENT INC: EXPO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 266,615 EXPO 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 266,615 shares
    Change vs previous 13F -62,657 shares

    <0.01% of the 13F portfolio, value $15,666,283.

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

    • ENVESTNET ASSET MANAGEMENT INC: 266,615 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares
  2. period ended2026-03-31
    13F 329,272 shares
    Change vs previous 13F +63,389 shares

    0.01% of the 13F portfolio, value $21,485,015.

    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: 325,706 shares
    • Envestnet Portfolio Solutions, Inc.: 3,566 shares

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

  3. period ended2025-12-31
    13F 265,883 shares
    Change vs previous 13F -145,145 shares

    0.01% of the 13F portfolio, value $18,468,217.

    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: 260,998 shares
    • Envestnet Portfolio Solutions, Inc.: 4,885 shares

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

  4. period ended2025-09-30
    13F 411,028 shares
    Change vs previous 13F -21,517 shares

    0.01% of the 13F portfolio, value $28,558,188.

    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: 404,459 shares
    • Envestnet Portfolio Solutions, Inc.: 6,569 shares

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

  5. period ended2025-06-30
    13F 432,545 shares
    Change vs previous 13F -17,868 shares

    0.01% of the 13F portfolio, value $32,315,492.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 425,054 shares
    • Envestnet Portfolio Solutions, Inc.: 7,491 shares

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

  6. period ended2025-03-31
    13F 450,413 shares
    Change vs previous 13F +5,973 shares

    0.01% of the 13F portfolio, value $36,510,472.

    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: 441,646 shares
    • Envestnet Portfolio Solutions, Inc.: 8,767 shares

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

  7. period ended2024-12-31
    13F 444,440 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $39,599,661.

    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: 433,145 shares
    • Envestnet Portfolio Solutions, Inc.: 11,295 shares

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