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ENVESTNET ASSET MANAGEMENT INC: STE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 252,070 STE 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 252,070 shares
    Change vs previous 13F -24,227 shares

    0.01% of the 13F portfolio, value $53,078,340.

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

    • ENVESTNET ASSET MANAGEMENT INC: 252,070 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares
  2. period ended2026-03-31
    13F 276,297 shares
    Change vs previous 13F -74,556 shares

    0.02% of the 13F portfolio, value $61,097,711.

    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: 271,343 shares
    • Envestnet Portfolio Solutions, Inc.: 4,954 shares

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

  3. period ended2025-12-31
    13F 350,853 shares
    Change vs previous 13F -16,183 shares

    0.02% of the 13F portfolio, value $88,948,192.

    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: 344,176 shares
    • Envestnet Portfolio Solutions, Inc.: 6,677 shares

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

  4. period ended2025-09-30
    13F 367,036 shares
    Change vs previous 13F -40,125 shares

    0.02% of the 13F portfolio, value $90,819,229.

    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: 359,197 shares
    • Envestnet Portfolio Solutions, Inc.: 7,839 shares

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

  5. period ended2025-06-30
    13F 407,161 shares
    Change vs previous 13F -62,478 shares

    0.03% of the 13F portfolio, value $97,808,185.

    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: 398,379 shares
    • Envestnet Portfolio Solutions, Inc.: 8,782 shares

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

  6. period ended2025-03-31
    13F 469,639 shares
    Change vs previous 13F -9,842 shares

    0.03% of the 13F portfolio, value $106,443,656.

    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: 460,080 shares
    • Envestnet Portfolio Solutions, Inc.: 9,559 shares

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

  7. period ended2024-12-31
    13F 479,481 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $98,562,199.

    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: 466,268 shares
    • Envestnet Portfolio Solutions, Inc.: 13,213 shares

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