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ENVESTNET ASSET MANAGEMENT INC: SPTS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 6,330,471 SPTS 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 6,330,471 shares
    Change vs previous 13F +224,155 shares

    0.04% of the 13F portfolio, value $183,646,959.

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

    • ENVESTNET ASSET MANAGEMENT INC: 6,091,698 shares
    • Envestnet Portfolio Solutions, Inc.: 238,773 shares
  2. period ended2026-03-31
    13F 6,106,316 shares
    Change vs previous 13F +12,377 shares

    0.05% of the 13F portfolio, value $178,182,324.

    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: 5,719,913 shares
    • Envestnet Portfolio Solutions, Inc.: 386,403 shares

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

  3. period ended2025-12-31
    13F 6,093,939 shares
    Change vs previous 13F +208,459 shares

    0.05% of the 13F portfolio, value $178,430,528.

    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: 5,738,831 shares
    • Envestnet Portfolio Solutions, Inc.: 355,108 shares

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

  4. period ended2025-09-30
    13F 5,885,480 shares
    Change vs previous 13F +16,330 shares

    0.05% of the 13F portfolio, value $172,562,272.

    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: 5,539,655 shares
    • Envestnet Portfolio Solutions, Inc.: 345,825 shares

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

  5. period ended2025-06-30
    13F 5,869,150 shares
    Change vs previous 13F -911,896 shares

    0.05% of the 13F portfolio, value $171,906,847.

    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: 5,516,335 shares
    • Envestnet Portfolio Solutions, Inc.: 352,815 shares

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

  6. period ended2025-03-31
    13F 6,781,046 shares
    Change vs previous 13F -39,497 shares

    0.06% of the 13F portfolio, value $198,277,806.

    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: 6,399,618 shares
    • Envestnet Portfolio Solutions, Inc.: 381,428 shares

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

  7. period ended2024-12-31
    13F 6,820,543 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $197,863,954.

    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: 6,714,303 shares
    • Envestnet Portfolio Solutions, Inc.: 106,240 shares

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