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ENVESTNET ASSET MANAGEMENT INC: ROM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 10,588 ROM 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 10,588 shares
    Change vs previous 13F -1,871 shares

    <0.01% of the 13F portfolio, value $1,643,297.

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

  2. period ended2026-03-31
    13F 12,459 shares
    Change vs previous 13F -34,405 shares

    <0.01% of the 13F portfolio, value $976,792.

    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 46,864 shares
    Change vs previous 13F +5,392 shares

    <0.01% of the 13F portfolio, value $4,419,314.

    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 41,472 shares
    Change vs previous 13F -9,530 shares

    <0.01% of the 13F portfolio, value $3,842,658.

    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 51,002 shares
    Change vs previous 13F +11,721 shares

    <0.01% of the 13F portfolio, value $3,881,738.

    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 39,281 shares
    Change vs previous 13F +3,692 shares

    <0.01% of the 13F portfolio, value $2,098,757.

    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 35,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,481,643.

    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).