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ENVESTNET ASSET MANAGEMENT INC: XSEP position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 302,001 XSEP 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 302,001 shares
    Change vs previous 13F +81,649 shares

    <0.01% of the 13F portfolio, value $13,410,355.

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

    • ENVESTNET ASSET MANAGEMENT INC: 295,404 shares
    • Envestnet Portfolio Solutions, Inc.: 6,597 shares
  2. period ended2026-03-31
    13F 220,352 shares
    Change vs previous 13F +111,474 shares

    <0.01% of the 13F portfolio, value $9,229,267.

    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 108,878 shares
    Change vs previous 13F +94,301 shares

    <0.01% of the 13F portfolio, value $4,614,772.

    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 14,577 shares
    Change vs previous 13F -145,473 shares

    <0.01% of the 13F portfolio, value $606,314.

    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 160,050 shares
    Change vs previous 13F -10,535 shares

    <0.01% of the 13F portfolio, value $6,499,407.

    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 170,585 shares
    Change vs previous 13F +120,812 shares

    <0.01% of the 13F portfolio, value $6,595,823.

    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 49,773 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,936,503.

    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).