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ENVESTNET ASSET MANAGEMENT INC: HELO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,772,269 HELO 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 1,772,269 shares
    Change vs previous 13F -886,922 shares

    0.03% of the 13F portfolio, value $119,769,883.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,727,596 shares
    • Envestnet Portfolio Solutions, Inc.: 44,673 shares
  2. period ended2026-03-31
    13F 2,659,191 shares
    Change vs previous 13F +700,305 shares

    0.04% of the 13F portfolio, value $169,948,924.

    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: 2,564,278 shares
    • Envestnet Portfolio Solutions, Inc.: 94,913 shares

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

  3. period ended2025-12-31
    13F 1,958,886 shares
    Change vs previous 13F -930,346 shares

    0.04% of the 13F portfolio, value $130,128,755.

    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: 1,874,721 shares
    • Envestnet Portfolio Solutions, Inc.: 84,165 shares

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

  4. period ended2025-09-30
    13F 2,889,232 shares
    Change vs previous 13F +209,790 shares

    0.05% of the 13F portfolio, value $187,800,105.

    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: 2,766,966 shares
    • Envestnet Portfolio Solutions, Inc.: 122,266 shares

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

  5. period ended2025-06-30
    13F 2,679,442 shares
    Change vs previous 13F +341,365 shares

    0.05% of the 13F portfolio, value $167,596,270.

    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: 2,566,323 shares
    • Envestnet Portfolio Solutions, Inc.: 113,119 shares

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

  6. period ended2025-03-31
    13F 2,338,077 shares
    Change vs previous 13F +734,735 shares

    0.04% of the 13F portfolio, value $139,536,419.

    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: 2,241,631 shares
    • Envestnet Portfolio Solutions, Inc.: 96,446 shares

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

  7. period ended2024-12-31
    13F 1,603,342 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $99,471,337.

    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: 1,538,267 shares
    • Envestnet Portfolio Solutions, Inc.: 65,075 shares

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