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ENVESTNET ASSET MANAGEMENT INC: SPHQ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 6,824,747 SPHQ 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 6,824,747 shares
    Change vs previous 13F +4,826,389 shares

    0.14% of the 13F portfolio, value $614,909,684.

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

    • ENVESTNET ASSET MANAGEMENT INC: 6,731,769 shares
    • Envestnet Portfolio Solutions, Inc.: 92,978 shares
  2. period ended2026-03-31
    13F 1,998,358 shares
    Change vs previous 13F +57,375 shares

    0.04% of the 13F portfolio, value $150,256,531.

    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: 1,998,358 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 1,940,983 shares
    Change vs previous 13F -964,529 shares

    0.04% of the 13F portfolio, value $145,670,557.

    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: 1,935,292 shares
    • Envestnet Portfolio Solutions, Inc.: 5,691 shares

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

  4. period ended2025-09-30
    13F 2,905,512 shares
    Change vs previous 13F +1,052,674 shares

    0.06% of the 13F portfolio, value $212,944,755.

    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: 2,892,833 shares
    • Envestnet Portfolio Solutions, Inc.: 12,679 shares

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

  5. period ended2025-06-30
    13F 1,852,838 shares
    Change vs previous 13F +528,882 shares

    0.04% of the 13F portfolio, value $132,027,868.

    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: 1,852,838 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 1,323,956 shares
    Change vs previous 13F -10,948,653 shares

    0.03% of the 13F portfolio, value $87,831,222.

    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: 1,306,250 shares
    • Envestnet Portfolio Solutions, Inc.: 17,706 shares

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

  7. period ended2024-12-31
    13F 12,272,609 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $822,632,960.

    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: 12,252,845 shares
    • Envestnet Portfolio Solutions, Inc.: 19,764 shares

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