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ENVESTNET ASSET MANAGEMENT INC: SSO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 0 SSO shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -7,220 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 7,220 shares
    Change vs previous 13F +7,220 shares

    <0.01% of the 13F portfolio, value $418,209.

    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).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -12,659 shares

    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: 0 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 12,659 shares
    Change vs previous 13F -8,851 shares

    <0.01% of the 13F portfolio, value $1,237,041.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,374 shares
    • Envestnet Portfolio Solutions, Inc.: 10,285 shares

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

  5. period ended2025-03-31
    13F 21,510 shares
    Change vs previous 13F +6,611 shares

    <0.01% of the 13F portfolio, value $1,780,578.

    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: 16,161 shares
    • Envestnet Portfolio Solutions, Inc.: 5,349 shares

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

  6. period ended2024-12-31
    13F 14,899 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,378,317.

    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: 10,989 shares
    • Envestnet Portfolio Solutions, Inc.: 3,910 shares

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