Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: SWK position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 284,175 SWK 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 284,175 shares
    Change vs previous 13F +1,287 shares

    0.01% of the 13F portfolio, value $26,746,577.

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

    • ENVESTNET ASSET MANAGEMENT INC: 239,764 shares
    • Envestnet Portfolio Solutions, Inc.: 44,411 shares
  2. period ended2026-03-31
    13F 282,888 shares
    Change vs previous 13F +162,761 shares

    0.01% of the 13F portfolio, value $20,102,053.

    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: 245,876 shares
    • Envestnet Portfolio Solutions, Inc.: 37,012 shares

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

  3. period ended2025-12-31
    13F 120,127 shares
    Change vs previous 13F -14,328 shares

    <0.01% of the 13F portfolio, value $8,923,024.

    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 134,455 shares
    Change vs previous 13F +46,619 shares

    <0.01% of the 13F portfolio, value $9,994,064.

    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 87,836 shares
    Change vs previous 13F +2,767 shares

    <0.01% of the 13F portfolio, value $5,950,858.

    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 85,069 shares
    Change vs previous 13F +19,748 shares

    <0.01% of the 13F portfolio, value $6,540,140.

    13F-HR 0001214659-25-006567 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).

  7. period ended2024-12-31
    13F 65,321 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,244,646.

    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: 65,321 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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