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ENVESTNET ASSET MANAGEMENT INC: SPTM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 999,405 SPTM 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 999,405 shares
    Change vs previous 13F -11,706 shares

    0.02% of the 13F portfolio, value $90,735,952.

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

  2. period ended2026-03-31
    13F 1,011,111 shares
    Change vs previous 13F -541,334 shares

    0.02% of the 13F portfolio, value $79,938,466.

    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 1,552,445 shares
    Change vs previous 13F -97,630 shares

    0.04% of the 13F portfolio, value $128,076,719.

    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 1,650,075 shares
    Change vs previous 13F -272,106 shares

    0.04% of the 13F portfolio, value $133,078,514.

    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: 1,650,075 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  5. period ended2025-06-30
    13F 1,922,181 shares
    Change vs previous 13F -471,555 shares

    0.04% of the 13F portfolio, value $143,952,080.

    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: 1,916,040 shares
    • Envestnet Portfolio Solutions, Inc.: 6,141 shares

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

  6. period ended2025-03-31
    13F 2,393,736 shares
    Change vs previous 13F -280,817 shares

    0.05% of the 13F portfolio, value $162,798,034.

    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: 2,384,736 shares
    • Envestnet Portfolio Solutions, Inc.: 9,000 shares

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

  7. period ended2024-12-31
    13F 2,674,553 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $191,043,311.

    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: 2,664,360 shares
    • Envestnet Portfolio Solutions, Inc.: 10,193 shares

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