ENVESTNET ASSET MANAGEMENT INC: SSD position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 126,155 SSD shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 126,155 shares
Change vs previous 13F -4,867 shares
0.01% of the 13F portfolio, value $26,409,468.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC
- ENVESTNET ASSET MANAGEMENT INC: 124,212 shares
- Envestnet Portfolio Solutions, Inc.: 1,943 shares
period ended2026-03-31
13F 131,022 shares
Change vs previous 13F +1,455 shares
0.01% of the 13F portfolio, value $22,485,955.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ENVESTNET ASSET MANAGEMENT INC: 129,077 shares
- Envestnet Portfolio Solutions, Inc.: 1,945 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 129,567 shares
Change vs previous 13F -24,162 shares
0.01% of the 13F portfolio, value $20,921,176.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ENVESTNET ASSET MANAGEMENT INC: 127,101 shares
- Envestnet Portfolio Solutions, Inc.: 2,466 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 153,729 shares
Change vs previous 13F -17,522 shares
0.01% of the 13F portfolio, value $25,743,408.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ENVESTNET ASSET MANAGEMENT INC: 151,237 shares
- Envestnet Portfolio Solutions, Inc.: 2,492 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 171,251 shares
Change vs previous 13F -3,523 shares
0.01% of the 13F portfolio, value $26,596,947.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ENVESTNET ASSET MANAGEMENT INC: 168,639 shares
- Envestnet Portfolio Solutions, Inc.: 2,612 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 174,774 shares
Change vs previous 13F -7,240 shares
0.01% of the 13F portfolio, value $27,453,478.
13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 171,839 shares
- Envestnet Portfolio Solutions, Inc.: 2,935 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 182,014 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $30,183,447.
13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ENVESTNET ASSET MANAGEMENT INC: 177,583 shares
- Envestnet Portfolio Solutions, Inc.: 4,431 shares
Acceptance time not in the bulk data set (spec §4.2).