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ENVESTNET ASSET MANAGEMENT INC: SAFE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 0 SAFE 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 0 shares
    Change vs previous 13F -20,185 shares

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 20,185 shares
    Change vs previous 13F +111 shares

    <0.01% of the 13F portfolio, value $273,103.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, 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 20,074 shares
    Change vs previous 13F -8,447 shares

    <0.01% of the 13F portfolio, value $274,813.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, 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 28,521 shares
    Change vs previous 13F -1,170 shares

    <0.01% of the 13F portfolio, value $441,790.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, 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 29,691 shares
    Change vs previous 13F +29,691 shares

    <0.01% of the 13F portfolio, value $461,992.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.