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ENVESTNET ASSET MANAGEMENT INC: PTRB position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,368,039 PTRB 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 1,368,039 shares
    Change vs previous 13F +81,139 shares

    0.01% of the 13F portfolio, value $56,718,884.

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

  2. period ended2026-03-31
    13F 1,286,900 shares
    Change vs previous 13F +1,235,139 shares

    0.01% of the 13F portfolio, value $53,419,226.

    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 51,761 shares
    Change vs previous 13F -1,028,389 shares

    <0.01% of the 13F portfolio, value $2,176,041.

    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 1,080,150 shares
    Change vs previous 13F +78,048 shares

    0.01% of the 13F portfolio, value $45,582,326.

    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 1,002,102 shares
    Change vs previous 13F +165,804 shares

    0.01% of the 13F portfolio, value $41,917,937.

    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 836,298 shares
    Change vs previous 13F +479,078 shares

    0.01% of the 13F portfolio, value $34,906,922.

    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 357,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,631,714.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 357,220 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).