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ENVESTNET ASSET MANAGEMENT INC: SWKS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 370,206 SWKS 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 370,206 shares
    Change vs previous 13F +74,817 shares

    0.01% of the 13F portfolio, value $25,099,950.

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

    • ENVESTNET ASSET MANAGEMENT INC: 366,984 shares
    • Envestnet Portfolio Solutions, Inc.: 3,222 shares
  2. period ended2026-03-31
    13F 295,389 shares
    Change vs previous 13F +90,460 shares

    <0.01% of the 13F portfolio, value $15,818,069.

    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: 295,389 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 204,929 shares
    Change vs previous 13F -57,123 shares

    <0.01% of the 13F portfolio, value $12,994,548.

    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: 200,709 shares
    • Envestnet Portfolio Solutions, Inc.: 4,220 shares

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

  4. period ended2025-09-30
    13F 262,052 shares
    Change vs previous 13F -270,363 shares

    0.01% of the 13F portfolio, value $20,172,727.

    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: 257,092 shares
    • Envestnet Portfolio Solutions, Inc.: 4,960 shares

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

  5. period ended2025-06-30
    13F 532,415 shares
    Change vs previous 13F +51,969 shares

    0.01% of the 13F portfolio, value $39,675,570.

    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: 526,346 shares
    • Envestnet Portfolio Solutions, Inc.: 6,069 shares

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

  6. period ended2025-03-31
    13F 480,446 shares
    Change vs previous 13F +223,359 shares

    0.01% of the 13F portfolio, value $31,051,259.

    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: 474,852 shares
    • Envestnet Portfolio Solutions, Inc.: 5,594 shares

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

  7. period ended2024-12-31
    13F 257,087 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,798,469.

    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: 247,914 shares
    • Envestnet Portfolio Solutions, Inc.: 9,173 shares

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