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ENVESTNET ASSET MANAGEMENT INC: XHLF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 49,771 XHLF 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 49,771 shares
    Change vs previous 13F +27,167 shares

    <0.01% of the 13F portfolio, value $2,503,480.

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

  2. period ended2026-03-31
    13F 22,604 shares
    Change vs previous 13F -148,560 shares

    <0.01% of the 13F portfolio, value $1,137,640.

    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 171,164 shares
    Change vs previous 13F -91,862 shares

    <0.01% of the 13F portfolio, value $8,600,975.

    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 263,026 shares
    Change vs previous 13F -84,527 shares

    <0.01% of the 13F portfolio, value $13,261,750.

    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 347,553 shares
    Change vs previous 13F +321,125 shares

    0.01% of the 13F portfolio, value $17,495,793.

    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 26,428 shares
    Change vs previous 13F -1,354 shares

    <0.01% of the 13F portfolio, value $1,330,773.

    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 27,782 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,394,093.

    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).