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ENVESTNET ASSET MANAGEMENT INC: PSEP position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 251,301 PSEP 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 251,301 shares
    Change vs previous 13F -22,227 shares

    <0.01% of the 13F portfolio, value $11,572,388.

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

  2. period ended2026-03-31
    13F 273,528 shares
    Change vs previous 13F +64,078 shares

    <0.01% of the 13F portfolio, value $11,778,094.

    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 209,450 shares
    Change vs previous 13F -276,926 shares

    <0.01% of the 13F portfolio, value $9,156,797.

    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 486,376 shares
    Change vs previous 13F +162,567 shares

    0.01% of the 13F portfolio, value $20,889,828.

    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 323,809 shares
    Change vs previous 13F +46,872 shares

    <0.01% of the 13F portfolio, value $13,240,550.

    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 276,937 shares
    Change vs previous 13F +61,040 shares

    <0.01% of the 13F portfolio, value $10,637,144.

    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 215,897 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,438,399.

    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).