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ENVESTNET ASSET MANAGEMENT INC: KBWD position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 121,856 KBWD 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 121,856 shares
    Change vs previous 13F +9,071 shares

    <0.01% of the 13F portfolio, value $1,513,453.

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

  2. period ended2026-03-31
    13F 112,785 shares
    Change vs previous 13F +38,951 shares

    <0.01% of the 13F portfolio, value $1,414,325.

    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 73,834 shares
    Change vs previous 13F +12,316 shares

    <0.01% of the 13F portfolio, value $1,008,896.

    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 61,518 shares
    Change vs previous 13F +29,220 shares

    <0.01% of the 13F portfolio, value $832,335.

    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 32,298 shares
    Change vs previous 13F +21,956 shares

    <0.01% of the 13F portfolio, value $447,976.

    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 10,342 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $149,446.

    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).