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ENVESTNET ASSET MANAGEMENT INC: SIZE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 60,343 SIZE 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 60,343 shares
    Change vs previous 13F -1,372 shares

    <0.01% of the 13F portfolio, value $10,758,030.

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

  2. period ended2026-03-31
    13F 61,715 shares
    Change vs previous 13F -10,402 shares

    <0.01% of the 13F portfolio, value $9,841,076.

    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 72,117 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $11,651,889.

    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 72,417 shares
    Change vs previous 13F -12,378 shares

    <0.01% of the 13F portfolio, value $11,643,257.

    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 84,795 shares
    Change vs previous 13F -95,679 shares

    <0.01% of the 13F portfolio, value $13,104,181.

    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 180,474 shares
    Change vs previous 13F -3,050 shares

    0.01% of the 13F portfolio, value $26,248,150.

    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 183,524 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,253,264.

    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).