Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: SUSA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 234,487 SUSA 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 234,487 shares
    Change vs previous 13F -12,652 shares

    0.01% of the 13F portfolio, value $36,181,215.

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

    • ENVESTNET ASSET MANAGEMENT INC: 230,321 shares
    • Envestnet Portfolio Solutions, Inc.: 4,166 shares
  2. period ended2026-03-31
    13F 247,139 shares
    Change vs previous 13F +7,580 shares

    0.01% of the 13F portfolio, value $32,647,140.

    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: 243,942 shares
    • Envestnet Portfolio Solutions, Inc.: 3,197 shares

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

  3. period ended2025-12-31
    13F 239,559 shares
    Change vs previous 13F -6,257 shares

    0.01% of the 13F portfolio, value $33,381,388.

    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: 236,382 shares
    • Envestnet Portfolio Solutions, Inc.: 3,177 shares

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

  4. period ended2025-09-30
    13F 245,816 shares
    Change vs previous 13F -145,836 shares

    0.01% of the 13F portfolio, value $33,344,906.

    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: 243,005 shares
    • Envestnet Portfolio Solutions, Inc.: 2,811 shares

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

  5. period ended2025-06-30
    13F 391,652 shares
    Change vs previous 13F +65,258 shares

    0.01% of the 13F portfolio, value $49,641,883.

    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: 388,825 shares
    • Envestnet Portfolio Solutions, Inc.: 2,827 shares

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

  6. period ended2025-03-31
    13F 326,394 shares
    Change vs previous 13F +68,005 shares

    0.01% of the 13F portfolio, value $37,492,866.

    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: 323,252 shares
    • Envestnet Portfolio Solutions, Inc.: 3,142 shares

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

  7. period ended2024-12-31
    13F 258,389 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,417,564.

    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: 254,936 shares
    • Envestnet Portfolio Solutions, Inc.: 3,453 shares

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