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ENVESTNET ASSET MANAGEMENT INC: WEX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 70,802 WEX 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 70,802 shares
    Change vs previous 13F -4,496 shares

    <0.01% of the 13F portfolio, value $9,989,440.

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

  2. period ended2026-03-31
    13F 75,298 shares
    Change vs previous 13F +9,945 shares

    <0.01% of the 13F portfolio, value $11,523,591.

    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 65,353 shares
    Change vs previous 13F -2,341 shares

    <0.01% of the 13F portfolio, value $9,736,238.

    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 67,694 shares
    Change vs previous 13F -1,022 shares

    <0.01% of the 13F portfolio, value $10,663,891.

    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 68,716 shares
    Change vs previous 13F +9,663 shares

    <0.01% of the 13F portfolio, value $10,093,693.

    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 59,053 shares
    Change vs previous 13F -1,353 shares

    <0.01% of the 13F portfolio, value $9,272,424.

    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: 59,053 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 60,406 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,590,292.

    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: 58,475 shares
    • Envestnet Portfolio Solutions, Inc.: 1,931 shares

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