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ENVESTNET ASSET MANAGEMENT INC: SXI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 85,285 SXI 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 85,285 shares
    Change vs previous 13F -8,922 shares

    0.01% of the 13F portfolio, value $30,503,799.

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

  2. period ended2026-03-31
    13F 94,207 shares
    Change vs previous 13F +4,388 shares

    0.01% of the 13F portfolio, value $24,009,573.

    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 89,819 shares
    Change vs previous 13F -12,657 shares

    0.01% of the 13F portfolio, value $19,515,771.

    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 102,476 shares
    Change vs previous 13F -3,099 shares

    0.01% of the 13F portfolio, value $21,714,704.

    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 105,575 shares
    Change vs previous 13F -2,901 shares

    <0.01% of the 13F portfolio, value $16,520,326.

    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 108,476 shares
    Change vs previous 13F +4,889 shares

    0.01% of the 13F portfolio, value $17,506,921.

    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: 108,476 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 103,587 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,369,836.

    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: 101,466 shares
    • Envestnet Portfolio Solutions, Inc.: 2,121 shares

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