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ENVESTNET ASSET MANAGEMENT INC: XRMI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 177,835 XRMI 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 177,835 shares
    Change vs previous 13F +31,462 shares

    <0.01% of the 13F portfolio, value $3,056,985.

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

  2. period ended2026-03-31
    13F 146,373 shares
    Change vs previous 13F +10,994 shares

    <0.01% of the 13F portfolio, value $2,473,894.

    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 135,379 shares
    Change vs previous 13F +6,022 shares

    <0.01% of the 13F portfolio, value $2,419,222.

    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 129,357 shares
    Change vs previous 13F +12,097 shares

    <0.01% of the 13F portfolio, value $2,287,013.

    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 117,260 shares
    Change vs previous 13F -2,833 shares

    <0.01% of the 13F portfolio, value $2,097,780.

    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 120,093 shares
    Change vs previous 13F +20,421 shares

    <0.01% of the 13F portfolio, value $2,214,530.

    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 99,672 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,923,670.

    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).