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ENVESTNET ASSET MANAGEMENT INC: SBS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 246,533 SBS 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 246,533 shares
    Change vs previous 13F -2,332 shares

    <0.01% of the 13F portfolio, value $1,424,959.

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

  2. period ended2026-03-31
    13F 248,865 shares
    Change vs previous 13F -10,792 shares

    <0.01% of the 13F portfolio, value $7,592,865.

    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 259,657 shares
    Change vs previous 13F +72,028 shares

    <0.01% of the 13F portfolio, value $6,192,820.

    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 187,629 shares
    Change vs previous 13F +99,181 shares

    <0.01% of the 13F portfolio, value $4,670,085.

    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 88,448 shares
    Change vs previous 13F -6,056 shares

    <0.01% of the 13F portfolio, value $1,943,210.

    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 94,504 shares
    Change vs previous 13F -11,144 shares

    <0.01% of the 13F portfolio, value $1,687,834.

    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 105,648 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,513,931.

    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).