Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: XBOC position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 24,216 XBOC 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 24,216 shares
    Change vs previous 13F +1,453 shares

    <0.01% of the 13F portfolio, value $860,273.

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

  2. period ended2026-03-31
    13F 22,763 shares
    Change vs previous 13F -379 shares

    <0.01% of the 13F portfolio, value $748,614.

    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 23,142 shares
    Change vs previous 13F +4,081 shares

    <0.01% of the 13F portfolio, value $776,523.

    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 19,061 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $625,212.

    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 18,643 shares
    Change vs previous 13F -9,626 shares

    <0.01% of the 13F portfolio, value $593,780.

    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 28,269 shares
    Change vs previous 13F -1,209 shares

    <0.01% of the 13F portfolio, value $841,800.

    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 29,478 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $889,941.

    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).