ENVESTNET ASSET MANAGEMENT INC: XLU position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 6,914,020 XLU shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 6,914,020 shares
Change vs previous 13F -638,716 shares
0.07% of the 13F portfolio, value $313,477,603.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC
- ENVESTNET ASSET MANAGEMENT INC: 6,800,218 shares
- Envestnet Portfolio Solutions, Inc.: 113,802 shares
period ended2026-03-31
13F 7,552,736 shares
Change vs previous 13F +934,554 shares
0.09% of the 13F portfolio, value $346,595,030.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ENVESTNET ASSET MANAGEMENT INC: 7,436,033 shares
- Envestnet Portfolio Solutions, Inc.: 116,703 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,618,182 shares
Change vs previous 13F +3,078,076 shares
0.08% of the 13F portfolio, value $282,526,232.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ENVESTNET ASSET MANAGEMENT INC: 6,508,007 shares
- Envestnet Portfolio Solutions, Inc.: 110,175 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,540,106 shares
Change vs previous 13F +2,147,887 shares
0.08% of the 13F portfolio, value $308,732,642.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ENVESTNET ASSET MANAGEMENT INC: 3,511,968 shares
- Envestnet Portfolio Solutions, Inc.: 28,138 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,392,219 shares
Change vs previous 13F +419,566 shares
0.03% of the 13F portfolio, value $113,683,050.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,363,176 shares
- Envestnet Portfolio Solutions, Inc.: 29,043 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 972,653 shares
Change vs previous 13F -37,232 shares
0.02% of the 13F portfolio, value $76,693,700.
13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 952,261 shares
- Envestnet Portfolio Solutions, Inc.: 20,392 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,009,885 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $76,438,220.
13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ENVESTNET ASSET MANAGEMENT INC: 984,969 shares
- Envestnet Portfolio Solutions, Inc.: 24,916 shares
Acceptance time not in the bulk data set (spec §4.2).