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ENVESTNET ASSET MANAGEMENT INC: SW position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 715,783 SW 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 715,783 shares
    Change vs previous 13F +80,193 shares

    0.01% of the 13F portfolio, value $33,111,539.

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

  2. period ended2026-03-31
    13F 635,590 shares
    Change vs previous 13F +141,712 shares

    0.01% of the 13F portfolio, value $25,328,280.

    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).

  3. period ended2025-12-31
    13F 493,878 shares
    Change vs previous 13F +88,293 shares

    0.01% of the 13F portfolio, value $19,098,250.

    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).

  4. period ended2025-09-30
    13F 405,585 shares
    Change vs previous 13F -1,904 shares

    <0.01% of the 13F portfolio, value $17,265,766.

    13F-HR 0001214659-25-015924 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).

  5. period ended2025-06-30
    13F 407,489 shares
    Change vs previous 13F -111,200 shares

    0.01% of the 13F portfolio, value $17,583,163.

    13F-HR 0001214659-25-011234 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).

  6. period ended2025-03-31
    13F 518,689 shares
    Change vs previous 13F -186,516 shares

    0.01% of the 13F portfolio, value $23,372,109.

    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: 518,689 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 705,205 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $37,982,326.

    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: 692,054 shares
    • Envestnet Portfolio Solutions, Inc.: 13,151 shares

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