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ENVESTNET ASSET MANAGEMENT INC: SMLF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 91,505 SMLF 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 91,505 shares
    Change vs previous 13F +19,623 shares

    <0.01% of the 13F portfolio, value $8,156,788.

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

    • ENVESTNET ASSET MANAGEMENT INC: 89,234 shares
    • Envestnet Portfolio Solutions, Inc.: 2,271 shares
  2. period ended2026-03-31
    13F 71,882 shares
    Change vs previous 13F +2,352 shares

    <0.01% of the 13F portfolio, value $5,426,335.

    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 69,530 shares
    Change vs previous 13F +9,032 shares

    <0.01% of the 13F portfolio, value $5,206,406.

    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 60,498 shares
    Change vs previous 13F -96,682 shares

    <0.01% of the 13F portfolio, value $4,498,026.

    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 157,180 shares
    Change vs previous 13F +4,739 shares

    <0.01% of the 13F portfolio, value $10,680,395.

    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 152,441 shares
    Change vs previous 13F -26,113 shares

    <0.01% of the 13F portfolio, value $9,475,724.

    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 178,554 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,052,411.

    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).