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ENVESTNET ASSET MANAGEMENT INC: OMFS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 119,892 OMFS 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 119,892 shares
    Change vs previous 13F +96,738 shares

    <0.01% of the 13F portfolio, value $6,395,043.

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

  2. period ended2026-03-31
    13F 23,154 shares
    Change vs previous 13F +5,861 shares

    <0.01% of the 13F portfolio, value $1,048,062.

    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 17,293 shares
    Change vs previous 13F +4,453 shares

    <0.01% of the 13F portfolio, value $769,023.

    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 12,840 shares
    Change vs previous 13F +1,114 shares

    <0.01% of the 13F portfolio, value $564,768.

    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 11,726 shares
    Change vs previous 13F -5,160 shares

    <0.01% of the 13F portfolio, value $470,104.

    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 16,886 shares
    Change vs previous 13F -8,398 shares

    <0.01% of the 13F portfolio, value $641,497.

    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 25,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,000,328.

    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).