Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: SOXX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 164,076 SOXX 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 164,076 shares
    Change vs previous 13F +9,884 shares

    0.02% of the 13F portfolio, value $105,133,400.

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

    • ENVESTNET ASSET MANAGEMENT INC: 163,012 shares
    • Envestnet Portfolio Solutions, Inc.: 1,064 shares
  2. period ended2026-03-31
    13F 154,192 shares
    Change vs previous 13F +7,989 shares

    0.01% of the 13F portfolio, value $50,676,694.

    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: 154,192 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 146,203 shares
    Change vs previous 13F -6,160 shares

    0.01% of the 13F portfolio, value $44,029,244.

    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: 143,228 shares
    • Envestnet Portfolio Solutions, Inc.: 2,975 shares

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

  4. period ended2025-09-30
    13F 152,363 shares
    Change vs previous 13F -16,350 shares

    0.01% of the 13F portfolio, value $41,308,787.

    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: 149,144 shares
    • Envestnet Portfolio Solutions, Inc.: 3,219 shares

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

  5. period ended2025-06-30
    13F 168,713 shares
    Change vs previous 13F +36,721 shares

    0.01% of the 13F portfolio, value $40,271,659.

    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: 165,116 shares
    • Envestnet Portfolio Solutions, Inc.: 3,597 shares

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

  6. period ended2025-03-31
    13F 131,992 shares
    Change vs previous 13F +11,976 shares

    0.01% of the 13F portfolio, value $24,836,908.

    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: 129,461 shares
    • Envestnet Portfolio Solutions, Inc.: 2,531 shares

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

  7. period ended2024-12-31
    13F 120,016 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,862,295.

    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: 117,672 shares
    • Envestnet Portfolio Solutions, Inc.: 2,344 shares

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