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ENVESTNET ASSET MANAGEMENT INC: XT position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 70,825 XT 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 70,825 shares
    Change vs previous 13F -29,122 shares

    <0.01% of the 13F portfolio, value $5,852,233.

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

    • ENVESTNET ASSET MANAGEMENT INC: 70,825 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares
  2. period ended2026-03-31
    13F 99,947 shares
    Change vs previous 13F +3,221 shares

    <0.01% of the 13F portfolio, value $6,811,311.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 91,501 shares
    • Envestnet Portfolio Solutions, Inc.: 8,446 shares

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

  3. period ended2025-12-31
    13F 96,726 shares
    Change vs previous 13F +12,660 shares

    <0.01% of the 13F portfolio, value $6,745,682.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 88,666 shares
    • Envestnet Portfolio Solutions, Inc.: 8,060 shares

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

  4. period ended2025-09-30
    13F 84,066 shares
    Change vs previous 13F +1,536 shares

    <0.01% of the 13F portfolio, value $6,047,783.

    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 82,530 shares
    Change vs previous 13F -17,037 shares

    <0.01% of the 13F portfolio, value $5,385,053.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 82,530 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 99,567 shares
    Change vs previous 13F -3,263 shares

    <0.01% of the 13F portfolio, value $5,731,065.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 84,180 shares
    • Envestnet Portfolio Solutions, Inc.: 15,387 shares

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

  7. period ended2024-12-31
    13F 102,830 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,134,867.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 87,084 shares
    • Envestnet Portfolio Solutions, Inc.: 15,746 shares

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