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ENVESTNET ASSET MANAGEMENT INC: PSI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 69,311 PSI 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 69,311 shares
    Change vs previous 13F +25,263 shares

    <0.01% of the 13F portfolio, value $13,018,068.

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

  2. period ended2026-03-31
    13F 44,048 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $4,157,237.

    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 43,997 shares
    Change vs previous 13F +13,977 shares

    <0.01% of the 13F portfolio, value $3,469,581.

    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 30,020 shares
    Change vs previous 13F -111,783 shares

    <0.01% of the 13F portfolio, value $2,111,141.

    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 141,803 shares
    Change vs previous 13F -11,847 shares

    <0.01% of the 13F portfolio, value $8,502,511.

    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 153,650 shares
    Change vs previous 13F +8,472 shares

    <0.01% of the 13F portfolio, value $7,279,916.

    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 145,178 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,408,706.

    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).