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ENVESTNET ASSET MANAGEMENT INC: SOBO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 89,117 SOBO 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 89,117 shares
    Change vs previous 13F +5,748 shares

    <0.01% of the 13F portfolio, value $3,140,464.

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

  2. period ended2026-03-31
    13F 83,369 shares
    Change vs previous 13F +11,859 shares

    <0.01% of the 13F portfolio, value $2,777,683.

    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 71,510 shares
    Change vs previous 13F +49,152 shares

    <0.01% of the 13F portfolio, value $1,964,483.

    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 22,358 shares
    Change vs previous 13F +4,870 shares

    <0.01% of the 13F portfolio, value $632,534.

    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 17,488 shares
    Change vs previous 13F -5,941 shares

    <0.01% of the 13F portfolio, value $453,127.

    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 23,429 shares
    Change vs previous 13F -5,237 shares

    <0.01% of the 13F portfolio, value $597,998.

    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 28,666 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $675,797.

    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).