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ENVESTNET ASSET MANAGEMENT INC: HBTA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,055,407 HBTA 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 1,055,407 shares
    Change vs previous 13F +255,823 shares

    0.01% of the 13F portfolio, value $34,501,240.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,037,115 shares
    • Envestnet Portfolio Solutions, Inc.: 18,292 shares
  2. period ended2026-03-31
    13F 799,584 shares
    Change vs previous 13F +73,517 shares

    0.01% of the 13F portfolio, value $21,413,176.

    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: 779,885 shares
    • Envestnet Portfolio Solutions, Inc.: 19,699 shares

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

  3. period ended2025-12-31
    13F 726,067 shares
    Change vs previous 13F +9,587 shares

    0.01% of the 13F portfolio, value $21,034,145.

    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: 701,876 shares
    • Envestnet Portfolio Solutions, Inc.: 24,191 shares

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

  4. period ended2025-09-30
    13F 716,480 shares
    Change vs previous 13F +527,232 shares

    0.01% of the 13F portfolio, value $20,254,889.

    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: 690,283 shares
    • Envestnet Portfolio Solutions, Inc.: 26,197 shares

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

  5. period ended2025-06-30
    13F 189,248 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,807,070.

    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: 157,114 shares
    • Envestnet Portfolio Solutions, Inc.: 32,134 shares

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