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ENVESTNET ASSET MANAGEMENT INC: SPBO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 115,697 SPBO 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 115,697 shares
    Change vs previous 13F +15,780 shares

    <0.01% of the 13F portfolio, value $3,359,841.

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

  2. period ended2026-03-31
    13F 99,917 shares
    Change vs previous 13F +9,807 shares

    <0.01% of the 13F portfolio, value $2,900,593.

    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: 99,917 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 90,110 shares
    Change vs previous 13F +21,464 shares

    <0.01% of the 13F portfolio, value $2,643,817.

    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: 53,406 shares
    • Envestnet Portfolio Solutions, Inc.: 36,704 shares

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

  4. period ended2025-09-30
    13F 68,646 shares
    Change vs previous 13F +1,104 shares

    <0.01% of the 13F portfolio, value $2,033,969.

    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 67,542 shares
    Change vs previous 13F +5,197 shares

    <0.01% of the 13F portfolio, value $1,973,590.

    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 62,345 shares
    Change vs previous 13F +1,438 shares

    <0.01% of the 13F portfolio, value $1,809,883.

    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 60,907 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,744,370.

    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).