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ENVESTNET ASSET MANAGEMENT INC: TREX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 94,757 TREX 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 94,757 shares
    Change vs previous 13F -4,504 shares

    <0.01% of the 13F portfolio, value $4,741,651.

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

  2. period ended2026-03-31
    13F 99,261 shares
    Change vs previous 13F -95,998 shares

    <0.01% of the 13F portfolio, value $3,615,097.

    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: 99,261 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 195,259 shares
    Change vs previous 13F -215,574 shares

    <0.01% of the 13F portfolio, value $6,849,682.

    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: 187,325 shares
    • Envestnet Portfolio Solutions, Inc.: 7,934 shares

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

  4. period ended2025-09-30
    13F 410,833 shares
    Change vs previous 13F +15,375 shares

    0.01% of the 13F portfolio, value $21,227,743.

    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: 402,345 shares
    • Envestnet Portfolio Solutions, Inc.: 8,488 shares

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

  5. period ended2025-06-30
    13F 395,458 shares
    Change vs previous 13F +14,847 shares

    0.01% of the 13F portfolio, value $21,504,981.

    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: 385,301 shares
    • Envestnet Portfolio Solutions, Inc.: 10,157 shares

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

  6. period ended2025-03-31
    13F 380,611 shares
    Change vs previous 13F +33,536 shares

    0.01% of the 13F portfolio, value $22,113,502.

    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: 369,825 shares
    • Envestnet Portfolio Solutions, Inc.: 10,786 shares

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

  7. period ended2024-12-31
    13F 347,075 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,958,614.

    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: 327,247 shares
    • Envestnet Portfolio Solutions, Inc.: 19,828 shares

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