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ENVESTNET ASSET MANAGEMENT INC: PFXF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 725,100 PFXF 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 725,100 shares
    Change vs previous 13F +65,009 shares

    <0.01% of the 13F portfolio, value $12,935,779.

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

  2. period ended2026-03-31
    13F 660,091 shares
    Change vs previous 13F +95,317 shares

    <0.01% of the 13F portfolio, value $11,577,995.

    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 564,774 shares
    Change vs previous 13F +23,567 shares

    <0.01% of the 13F portfolio, value $9,973,911.

    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 541,207 shares
    Change vs previous 13F +40,853 shares

    <0.01% of the 13F portfolio, value $9,617,255.

    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 500,354 shares
    Change vs previous 13F -79,015 shares

    <0.01% of the 13F portfolio, value $8,566,053.

    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 579,369 shares
    Change vs previous 13F +28,975 shares

    <0.01% of the 13F portfolio, value $9,710,218.

    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 550,394 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,494,290.

    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).