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ENVESTNET ASSET MANAGEMENT INC: HLNE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 356,255 HLNE 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 356,255 shares
    Change vs previous 13F -13,692 shares

    0.01% of the 13F portfolio, value $28,083,591.

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

    • ENVESTNET ASSET MANAGEMENT INC: 353,145 shares
    • Envestnet Portfolio Solutions, Inc.: 3,110 shares
  2. period ended2026-03-31
    13F 369,947 shares
    Change vs previous 13F +86,671 shares

    0.01% of the 13F portfolio, value $36,772,769.

    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: 366,534 shares
    • Envestnet Portfolio Solutions, Inc.: 3,413 shares

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

  3. period ended2025-12-31
    13F 283,276 shares
    Change vs previous 13F +10,100 shares

    0.01% of the 13F portfolio, value $38,046,812.

    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: 278,146 shares
    • Envestnet Portfolio Solutions, Inc.: 5,130 shares

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

  4. period ended2025-09-30
    13F 273,176 shares
    Change vs previous 13F -5,836 shares

    0.01% of the 13F portfolio, value $36,821,338.

    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: 269,554 shares
    • Envestnet Portfolio Solutions, Inc.: 3,622 shares

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

  5. period ended2025-06-30
    13F 279,012 shares
    Change vs previous 13F +60,532 shares

    0.01% of the 13F portfolio, value $39,653,196.

    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: 274,868 shares
    • Envestnet Portfolio Solutions, Inc.: 4,144 shares

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

  6. period ended2025-03-31
    13F 218,480 shares
    Change vs previous 13F +25,903 shares

    0.01% of the 13F portfolio, value $32,481,488.

    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: 216,568 shares
    • Envestnet Portfolio Solutions, Inc.: 1,912 shares

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

  7. period ended2024-12-31
    13F 192,577 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,511,067.

    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: 190,701 shares
    • Envestnet Portfolio Solutions, Inc.: 1,876 shares

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