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ENVESTNET ASSET MANAGEMENT INC: OUNZ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,053,271 OUNZ 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 1,053,271 shares
    Change vs previous 13F +13,896 shares

    0.01% of the 13F portfolio, value $40,645,722.

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

  2. period ended2026-03-31
    13F 1,039,375 shares
    Change vs previous 13F +277,218 shares

    0.01% of the 13F portfolio, value $46,823,865.

    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 762,157 shares
    Change vs previous 13F -262,541 shares

    0.01% of the 13F portfolio, value $31,614,292.

    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 1,024,698 shares
    Change vs previous 13F +105,657 shares

    0.01% of the 13F portfolio, value $38,108,518.

    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 919,041 shares
    Change vs previous 13F +97,050 shares

    0.01% of the 13F portfolio, value $29,308,217.

    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 821,991 shares
    Change vs previous 13F -8,282 shares

    0.01% of the 13F portfolio, value $24,774,801.

    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 830,273 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,005,913.

    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).