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ENVESTNET ASSET MANAGEMENT INC: ROBT position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 285,440 ROBT 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 285,440 shares
    Change vs previous 13F +54,416 shares

    <0.01% of the 13F portfolio, value $16,058,877.

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

  2. period ended2026-03-31
    13F 231,024 shares
    Change vs previous 13F +32,836 shares

    <0.01% of the 13F portfolio, value $10,664,102.

    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 198,188 shares
    Change vs previous 13F +32,049 shares

    <0.01% of the 13F portfolio, value $10,279,331.

    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 166,139 shares
    Change vs previous 13F -2,529 shares

    <0.01% of the 13F portfolio, value $8,787,080.

    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 168,668 shares
    Change vs previous 13F +18,814 shares

    <0.01% of the 13F portfolio, value $8,146,687.

    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 149,854 shares
    Change vs previous 13F +9,875 shares

    <0.01% of the 13F portfolio, value $6,094,581.

    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 139,979 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,304,663.

    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).