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ENVESTNET ASSET MANAGEMENT INC: SPSM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 7,343,778 SPSM 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 7,343,778 shares
    Change vs previous 13F +1,923,915 shares

    0.1% of the 13F portfolio, value $423,515,667.

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

    • ENVESTNET ASSET MANAGEMENT INC: 6,367,516 shares
    • Envestnet Portfolio Solutions, Inc.: 976,262 shares
  2. period ended2026-03-31
    13F 5,419,863 shares
    Change vs previous 13F +750,935 shares

    0.07% of the 13F portfolio, value $261,887,798.

    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: 4,282,710 shares
    • Envestnet Portfolio Solutions, Inc.: 1,137,153 shares

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

  3. period ended2025-12-31
    13F 4,668,928 shares
    Change vs previous 13F -468,425 shares

    0.06% of the 13F portfolio, value $218,785,973.

    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: 3,491,605 shares
    • Envestnet Portfolio Solutions, Inc.: 1,177,323 shares

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

  4. period ended2025-09-30
    13F 5,137,353 shares
    Change vs previous 13F +1,308,200 shares

    0.06% of the 13F portfolio, value $237,962,178.

    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: 3,882,503 shares
    • Envestnet Portfolio Solutions, Inc.: 1,254,850 shares

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

  5. period ended2025-06-30
    13F 3,829,153 shares
    Change vs previous 13F +189,275 shares

    0.04% of the 13F portfolio, value $163,121,928.

    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: 3,261,561 shares
    • Envestnet Portfolio Solutions, Inc.: 567,592 shares

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

  6. period ended2025-03-31
    13F 3,639,878 shares
    Change vs previous 13F -872,748 shares

    0.04% of the 13F portfolio, value $148,361,405.

    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: 3,098,187 shares
    • Envestnet Portfolio Solutions, Inc.: 541,691 shares

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

  7. period ended2024-12-31
    13F 4,512,626 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $202,707,174.

    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: 3,754,934 shares
    • Envestnet Portfolio Solutions, Inc.: 757,692 shares

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