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Disclosery

ENVESTNET ASSET MANAGEMENT INC: SMIZ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 293,193 SMIZ 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 293,193 shares
    Change vs previous 13F +87,969 shares

    <0.01% of the 13F portfolio, value $13,082,272.

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

  2. period ended2026-03-31
    13F 205,224 shares
    Change vs previous 13F +205,224 shares

    <0.01% of the 13F portfolio, value $7,607,654.

    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 0 shares
    Change vs previous 13F -47,340 shares

    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).

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

  4. period ended2025-09-30
    13F 47,340 shares
    Change vs previous 13F -512 shares

    <0.01% of the 13F portfolio, value $1,768,149.

    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 47,852 shares
    Change vs previous 13F +5,519 shares

    <0.01% of the 13F portfolio, value $1,621,704.

    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 42,333 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,280,844.

    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).