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ENVESTNET ASSET MANAGEMENT INC: XHB position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 74,979 XHB 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 74,979 shares
    Change vs previous 13F +56,800 shares

    <0.01% of the 13F portfolio, value $8,664,613.

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

  2. period ended2026-03-31
    13F 18,179 shares
    Change vs previous 13F +3,401 shares

    <0.01% of the 13F portfolio, value $1,794,610.

    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 14,778 shares
    Change vs previous 13F -11,168 shares

    <0.01% of the 13F portfolio, value $1,521,576.

    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 25,946 shares
    Change vs previous 13F +7,534 shares

    <0.01% of the 13F portfolio, value $2,874,859.

    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 18,412 shares
    Change vs previous 13F +528 shares

    <0.01% of the 13F portfolio, value $1,814,854.

    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 17,884 shares
    Change vs previous 13F -469 shares

    <0.01% of the 13F portfolio, value $1,732,978.

    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 18,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,917,839.

    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: 18,353 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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