ENVESTNET ASSET MANAGEMENT INC: HEI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 161,348 HEI shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 161,348 shares
Change vs previous 13F -6,074 shares
0.01% of the 13F portfolio, value $57,470,401.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC
- ENVESTNET ASSET MANAGEMENT INC: 160,343 shares
- Envestnet Portfolio Solutions, Inc.: 1,005 shares
period ended2026-03-31
13F 167,422 shares
Change vs previous 13F -9,206 shares
0.01% of the 13F portfolio, value $45,907,105.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ENVESTNET ASSET MANAGEMENT INC: 166,413 shares
- Envestnet Portfolio Solutions, Inc.: 1,009 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 176,628 shares
Change vs previous 13F -55,319 shares
0.02% of the 13F portfolio, value $57,155,007.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ENVESTNET ASSET MANAGEMENT INC: 174,457 shares
- Envestnet Portfolio Solutions, Inc.: 2,171 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 231,947 shares
Change vs previous 13F -16,292 shares
0.02% of the 13F portfolio, value $74,877,193.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ENVESTNET ASSET MANAGEMENT INC: 229,765 shares
- Envestnet Portfolio Solutions, Inc.: 2,182 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 248,239 shares
Change vs previous 13F +2,443 shares
0.02% of the 13F portfolio, value $81,422,381.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ENVESTNET ASSET MANAGEMENT INC: 242,996 shares
- Envestnet Portfolio Solutions, Inc.: 5,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 245,796 shares
Change vs previous 13F +24,506 shares
0.02% of the 13F portfolio, value $65,674,236.
13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 240,208 shares
- Envestnet Portfolio Solutions, Inc.: 5,588 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 221,290 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $52,609,481.
13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ENVESTNET ASSET MANAGEMENT INC: 214,155 shares
- Envestnet Portfolio Solutions, Inc.: 7,135 shares
Acceptance time not in the bulk data set (spec §4.2).