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ENVESTNET ASSET MANAGEMENT INC: HEFA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 4,428,380 HEFA 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 4,428,380 shares
    Change vs previous 13F -169,429 shares

    0.05% of the 13F portfolio, value $207,801,697.

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

    • ENVESTNET ASSET MANAGEMENT INC: 4,406,631 shares
    • Envestnet Portfolio Solutions, Inc.: 21,749 shares
  2. period ended2026-03-31
    13F 4,597,809 shares
    Change vs previous 13F +3,131,369 shares

    0.05% of the 13F portfolio, value $195,383,876.

    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: 4,591,882 shares
    • Envestnet Portfolio Solutions, Inc.: 5,927 shares

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

  3. period ended2025-12-31
    13F 1,466,440 shares
    Change vs previous 13F -3,783,506 shares

    0.02% of the 13F portfolio, value $60,651,957.

    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: 1,449,141 shares
    • Envestnet Portfolio Solutions, Inc.: 17,299 shares

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

  4. period ended2025-09-30
    13F 5,249,946 shares
    Change vs previous 13F -1,970,934 shares

    0.06% of the 13F portfolio, value $207,950,299.

    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: 5,233,892 shares
    • Envestnet Portfolio Solutions, Inc.: 16,054 shares

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

  5. period ended2025-06-30
    13F 7,220,880 shares
    Change vs previous 13F -15,170,577 shares

    0.07% of the 13F portfolio, value $274,104,573.

    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: 7,088,380 shares
    • Envestnet Portfolio Solutions, Inc.: 132,500 shares

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

  6. period ended2025-03-31
    13F 22,391,457 shares
    Change vs previous 13F +14,810,009 shares

    0.24% of the 13F portfolio, value $812,585,976.

    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: 20,819,921 shares
    • Envestnet Portfolio Solutions, Inc.: 1,571,536 shares

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

  7. period ended2024-12-31
    13F 7,581,448 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $263,455,320.

    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: 7,361,329 shares
    • Envestnet Portfolio Solutions, Inc.: 220,119 shares

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