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ENVESTNET ASSET MANAGEMENT INC: XLSR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 4,897,344 XLSR 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 4,897,344 shares
    Change vs previous 13F +411,717 shares

    0.07% of the 13F portfolio, value $317,641,718.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,461,391 shares
    • Envestnet Portfolio Solutions, Inc.: 2,435,953 shares
  2. period ended2026-03-31
    13F 4,485,627 shares
    Change vs previous 13F +522,846 shares

    0.07% of the 13F portfolio, value $259,000,112.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,240,766 shares
    • Envestnet Portfolio Solutions, Inc.: 2,244,861 shares

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

  3. period ended2025-12-31
    13F 3,962,781 shares
    Change vs previous 13F +152,530 shares

    0.07% of the 13F portfolio, value $246,920,924.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,924,116 shares
    • Envestnet Portfolio Solutions, Inc.: 2,038,665 shares

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

  4. period ended2025-09-30
    13F 3,810,251 shares
    Change vs previous 13F +263,382 shares

    0.06% of the 13F portfolio, value $227,129,117.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,840,266 shares
    • Envestnet Portfolio Solutions, Inc.: 1,969,985 shares

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

  5. period ended2025-06-30
    13F 3,546,869 shares
    Change vs previous 13F +336,976 shares

    0.05% of the 13F portfolio, value $194,794,039.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,639,645 shares
    • Envestnet Portfolio Solutions, Inc.: 1,907,224 shares

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

  6. period ended2025-03-31
    13F 3,209,893 shares
    Change vs previous 13F +185,139 shares

    0.05% of the 13F portfolio, value $162,966,277.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,461,878 shares
    • Envestnet Portfolio Solutions, Inc.: 1,748,015 shares

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

  7. period ended2024-12-31
    13F 3,024,754 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $161,642,857.

    13F-HR 0001214659-25-002329 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,370,132 shares
    • Envestnet Portfolio Solutions, Inc.: 1,654,622 shares

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