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ENVESTNET ASSET MANAGEMENT INC: WES position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 110,559 WES 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 110,559 shares
    Change vs previous 13F -152 shares

    <0.01% of the 13F portfolio, value $4,838,062.

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

  2. period ended2026-03-31
    13F 110,711 shares
    Change vs previous 13F +19,124 shares

    <0.01% of the 13F portfolio, value $4,557,969.

    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 91,587 shares
    Change vs previous 13F +11,656 shares

    <0.01% of the 13F portfolio, value $3,617,679.

    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 79,931 shares
    Change vs previous 13F +4,557 shares

    <0.01% of the 13F portfolio, value $3,140,488.

    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 75,374 shares
    Change vs previous 13F -1,009 shares

    <0.01% of the 13F portfolio, value $2,916,960.

    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 76,383 shares
    Change vs previous 13F -66,494 shares

    <0.01% of the 13F portfolio, value $3,128,641.

    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 142,877 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,490,754.

    13F-HR 0001214659-25-002500 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).