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ENVESTNET ASSET MANAGEMENT INC: TOLZ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 37,513 TOLZ 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 37,513 shares
    Change vs previous 13F +1,768 shares

    0.01% of the 13F portfolio, value $2,223,382.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

  2. period ended2026-03-31
    13F 35,745 shares
    Change vs previous 13F -1,313 shares

    0.01% of the 13F portfolio, value $2,143,971.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, 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 37,058 shares
    Change vs previous 13F -3,663 shares

    0.01% of the 13F portfolio, value $2,006,705.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, 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 40,721 shares
    Change vs previous 13F -504 shares

    0.01% of the 13F portfolio, value $2,203,621.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, 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 41,225 shares
    Change vs previous 13F -5,295 shares

    0.01% of the 13F portfolio, value $2,220,036.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, 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 46,520 shares
    Change vs previous 13F -12,784 shares

    0.01% of the 13F portfolio, value $2,449,470.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, 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 59,304 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,913,001.

    13F-HR 0001214659-25-002329 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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