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ENVESTNET ASSET MANAGEMENT INC: SHM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,416,413 SHM 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 2,416,413 shares
    Change vs previous 13F +509,530 shares

    0.03% of the 13F portfolio, value $115,903,264.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,389,309 shares
    • Envestnet Portfolio Solutions, Inc.: 27,104 shares
  2. period ended2026-03-31
    13F 1,906,883 shares
    Change vs previous 13F +894,575 shares

    0.02% of the 13F portfolio, value $91,206,204.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,894,713 shares
    • Envestnet Portfolio Solutions, Inc.: 12,170 shares

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

  3. period ended2025-12-31
    13F 1,012,308 shares
    Change vs previous 13F -1,822,971 shares

    0.01% of the 13F portfolio, value $48,580,631.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 999,818 shares
    • Envestnet Portfolio Solutions, Inc.: 12,490 shares

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

  4. period ended2025-09-30
    13F 2,835,279 shares
    Change vs previous 13F -2,085,664 shares

    0.04% of the 13F portfolio, value $136,717,158.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,822,780 shares
    • Envestnet Portfolio Solutions, Inc.: 12,499 shares

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

  5. period ended2025-06-30
    13F 4,920,943 shares
    Change vs previous 13F -289,640 shares

    0.06% of the 13F portfolio, value $235,368,741.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 4,906,463 shares
    • Envestnet Portfolio Solutions, Inc.: 14,480 shares

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

  6. period ended2025-03-31
    13F 5,210,583 shares
    Change vs previous 13F -676,685 shares

    0.07% of the 13F portfolio, value $248,023,756.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 5,191,699 shares
    • Envestnet Portfolio Solutions, Inc.: 18,884 shares

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

  7. period ended2024-12-31
    13F 5,887,268 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $278,997,623.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 5,867,354 shares
    • Envestnet Portfolio Solutions, Inc.: 19,914 shares

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