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ENVESTNET ASSET MANAGEMENT INC: HDEF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 532,574 HDEF 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 532,574 shares
    Change vs previous 13F +2,642 shares

    <0.01% of the 13F portfolio, value $17,116,918.

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

  2. period ended2026-03-31
    13F 529,932 shares
    Change vs previous 13F +134,068 shares

    <0.01% of the 13F portfolio, value $17,175,088.

    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 395,864 shares
    Change vs previous 13F -126,012 shares

    <0.01% of the 13F portfolio, value $12,267,813.

    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 521,876 shares
    Change vs previous 13F +9,434 shares

    <0.01% of the 13F portfolio, value $15,353,602.

    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 512,442 shares
    Change vs previous 13F +30,929 shares

    <0.01% of the 13F portfolio, value $14,789,074.

    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 481,513 shares
    Change vs previous 13F -8,363 shares

    <0.01% of the 13F portfolio, value $13,068,267.

    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 489,876 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,899,088.

    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).