ENVESTNET ASSET MANAGEMENT INC: HTO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 23,296 HTO 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 23,296 shares
Change vs previous 13F +16,499 shares
<0.01% of the 13F portfolio, value $1,415,672.
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: 16,646 shares
- Envestnet Portfolio Solutions, Inc.: 6,650 shares
period ended2026-03-31
13F 6,797 shares
Change vs previous 13F +1,704 shares
<0.01% of the 13F portfolio, value $398,780.
13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,093 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $249,506.
13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).