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ENVESTNET ASSET MANAGEMENT INC: HEQ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 154,332 HEQ 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 154,332 shares
    Change vs previous 13F +16,864 shares

    <0.01% of the 13F portfolio, value $1,771,726.

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

  2. period ended2026-03-31
    13F 137,468 shares
    Change vs previous 13F +1,382 shares

    <0.01% of the 13F portfolio, value $1,492,897.

    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 136,086 shares
    Change vs previous 13F -1,963 shares

    <0.01% of the 13F portfolio, value $1,462,921.

    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 138,049 shares
    Change vs previous 13F +4,356 shares

    <0.01% of the 13F portfolio, value $1,470,224.

    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 133,693 shares
    Change vs previous 13F +3,171 shares

    <0.01% of the 13F portfolio, value $1,414,475.

    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 130,522 shares
    Change vs previous 13F -1,299 shares

    <0.01% of the 13F portfolio, value $1,357,430.

    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 131,821 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,345,889.

    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).