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ENVESTNET ASSET MANAGEMENT INC: PBE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 22,250 PBE 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 22,250 shares
    Change vs previous 13F +888 shares

    <0.01% of the 13F portfolio, value $1,994,671.

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

  2. period ended2026-03-31
    13F 21,362 shares
    Change vs previous 13F +702 shares

    <0.01% of the 13F portfolio, value $1,691,470.

    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 20,660 shares
    Change vs previous 13F +937 shares

    <0.01% of the 13F portfolio, value $1,697,226.

    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 19,723 shares
    Change vs previous 13F +1,408 shares

    <0.01% of the 13F portfolio, value $1,378,034.

    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 18,315 shares
    Change vs previous 13F -121 shares

    <0.01% of the 13F portfolio, value $1,174,006.

    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 18,436 shares
    Change vs previous 13F -1,258 shares

    <0.01% of the 13F portfolio, value $1,169,594.

    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 19,694 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,310,220.

    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).