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ENVESTNET ASSET MANAGEMENT INC: FWRG position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 176,566 FWRG 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 176,566 shares
    Change vs previous 13F -14,815 shares

    <0.01% of the 13F portfolio, value $2,275,936.

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

  2. period ended2026-03-31
    13F 191,381 shares
    Change vs previous 13F +99,028 shares

    <0.01% of the 13F portfolio, value $2,005,673.

    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 92,353 shares
    Change vs previous 13F +21,964 shares

    <0.01% of the 13F portfolio, value $1,392,683.

    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 70,389 shares
    Change vs previous 13F +15,091 shares

    <0.01% of the 13F portfolio, value $1,100,884.

    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 55,298 shares
    Change vs previous 13F -31,349 shares

    <0.01% of the 13F portfolio, value $886,980.

    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 86,647 shares
    Change vs previous 13F +20,361 shares

    <0.01% of the 13F portfolio, value $1,442,673.

    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 66,286 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,233,582.

    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).