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ENVESTNET ASSET MANAGEMENT INC: SPEM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 9,212,048 SPEM 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 9,212,048 shares
    Change vs previous 13F -162,606 shares

    0.11% of the 13F portfolio, value $476,999,846.

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

    • ENVESTNET ASSET MANAGEMENT INC: 7,088,993 shares
    • Envestnet Portfolio Solutions, Inc.: 2,123,055 shares
  2. period ended2026-03-31
    13F 9,374,654 shares
    Change vs previous 13F +1,837,479 shares

    0.11% of the 13F portfolio, value $439,765,039.

    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: 7,489,125 shares
    • Envestnet Portfolio Solutions, Inc.: 1,885,529 shares

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

  3. period ended2025-12-31
    13F 7,537,175 shares
    Change vs previous 13F -1,514,159 shares

    0.1% of the 13F portfolio, value $352,815,180.

    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: 5,374,231 shares
    • Envestnet Portfolio Solutions, Inc.: 2,162,944 shares

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

  4. period ended2025-09-30
    13F 9,051,334 shares
    Change vs previous 13F +581,786 shares

    0.11% of the 13F portfolio, value $423,692,949.

    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: 6,946,967 shares
    • Envestnet Portfolio Solutions, Inc.: 2,104,367 shares

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

  5. period ended2025-06-30
    13F 8,469,548 shares
    Change vs previous 13F -359,960 shares

    0.1% of the 13F portfolio, value $361,988,488.

    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: 6,484,376 shares
    • Envestnet Portfolio Solutions, Inc.: 1,985,172 shares

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

  6. period ended2025-03-31
    13F 8,829,508 shares
    Change vs previous 13F +614,652 shares

    0.1% of the 13F portfolio, value $347,617,737.

    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: 6,361,844 shares
    • Envestnet Portfolio Solutions, Inc.: 2,467,664 shares

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

  7. period ended2024-12-31
    13F 8,214,856 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $315,204,012.

    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: 5,899,908 shares
    • Envestnet Portfolio Solutions, Inc.: 2,314,948 shares

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