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ENVESTNET ASSET MANAGEMENT INC: WLY position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 6,814 WLY 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 6,814 shares
    Change vs previous 13F +6,814 shares

    <0.01% of the 13F portfolio, value $330,537.

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -18,107 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 18,107 shares
    Change vs previous 13F -1,098 shares

    <0.01% of the 13F portfolio, value $732,796.

    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).

  4. period ended2025-06-30
    13F 19,205 shares
    Change vs previous 13F -867 shares

    <0.01% of the 13F portfolio, value $857,128.

    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).

  5. period ended2025-03-31
    13F 20,072 shares
    Change vs previous 13F -1,398 shares

    <0.01% of the 13F portfolio, value $894,423.

    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).

  6. period ended2024-12-31
    13F 21,470 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $938,464.

    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).