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ENVESTNET ASSET MANAGEMENT INC: SFBS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 205,188 SFBS 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 205,188 shares
    Change vs previous 13F -8,827 shares

    <0.01% of the 13F portfolio, value $17,800,050.

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

  2. period ended2026-03-31
    13F 214,015 shares
    Change vs previous 13F +131,587 shares

    <0.01% of the 13F portfolio, value $15,586,718.

    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 82,428 shares
    Change vs previous 13F -54,131 shares

    <0.01% of the 13F portfolio, value $5,917,495.

    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 136,559 shares
    Change vs previous 13F -13,473 shares

    <0.01% of the 13F portfolio, value $10,997,098.

    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 150,032 shares
    Change vs previous 13F -14,382 shares

    <0.01% of the 13F portfolio, value $11,628,973.

    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 164,414 shares
    Change vs previous 13F +11,194 shares

    <0.01% of the 13F portfolio, value $13,580,588.

    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 153,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,983,887.

    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).