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ENVESTNET ASSET MANAGEMENT INC: SPTB position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,484,913 SPTB 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 1,484,913 shares
    Change vs previous 13F +19,974 shares

    0.01% of the 13F portfolio, value $44,636,479.

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

  2. period ended2026-03-31
    13F 1,464,939 shares
    Change vs previous 13F +75,967 shares

    0.01% of the 13F portfolio, value $44,336,386.

    13F-HR 0001214659-26-005464 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).

  3. period ended2025-12-31
    13F 1,388,972 shares
    Change vs previous 13F +1,094,800 shares

    0.01% of the 13F portfolio, value $42,259,482.

    13F-HR 0001214659-26-001375 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).

  4. period ended2025-09-30
    13F 294,172 shares
    Change vs previous 13F +29,410 shares

    <0.01% of the 13F portfolio, value $9,007,066.

    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 264,762 shares
    Change vs previous 13F +7,338 shares

    <0.01% of the 13F portfolio, value $8,074,692.

    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 257,424 shares
    Change vs previous 13F -4,250 shares

    <0.01% of the 13F portfolio, value $7,865,740.

    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 261,674 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,825,373.

    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).