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ENVESTNET ASSET MANAGEMENT INC: HEI-A position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 359,792 HEI-A 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 359,792 shares
    Change vs previous 13F +27,648 shares

    0.02% of the 13F portfolio, value $92,794,059.

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

    • ENVESTNET ASSET MANAGEMENT INC: 356,855 shares
    • Envestnet Portfolio Solutions, Inc.: 2,937 shares
  2. period ended2026-03-31
    13F 332,144 shares
    Change vs previous 13F +37,359 shares

    0.02% of the 13F portfolio, value $70,112,220.

    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: 329,668 shares
    • Envestnet Portfolio Solutions, Inc.: 2,476 shares

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

  3. period ended2025-12-31
    13F 294,785 shares
    Change vs previous 13F -35,651 shares

    0.02% of the 13F portfolio, value $74,412,613.

    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: 291,028 shares
    • Envestnet Portfolio Solutions, Inc.: 3,757 shares

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

  4. period ended2025-09-30
    13F 330,436 shares
    Change vs previous 13F -18,979 shares

    0.02% of the 13F portfolio, value $83,960,483.

    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: 326,281 shares
    • Envestnet Portfolio Solutions, Inc.: 4,155 shares

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

  5. period ended2025-06-30
    13F 349,415 shares
    Change vs previous 13F -7,867 shares

    0.02% of the 13F portfolio, value $90,411,049.

    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: 344,131 shares
    • Envestnet Portfolio Solutions, Inc.: 5,284 shares

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

  6. period ended2025-03-31
    13F 357,282 shares
    Change vs previous 13F +19,102 shares

    0.02% of the 13F portfolio, value $75,375,870.

    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: 353,011 shares
    • Envestnet Portfolio Solutions, Inc.: 4,271 shares

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

  7. period ended2024-12-31
    13F 338,180 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $62,928,578.

    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: 331,388 shares
    • Envestnet Portfolio Solutions, Inc.: 6,792 shares

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