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ENVESTNET ASSET MANAGEMENT INC: ZROZ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 486,324 ZROZ 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 486,324 shares
    Change vs previous 13F -27,085 shares

    0.01% of the 13F portfolio, value $31,173,388.

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

  2. period ended2026-03-31
    13F 513,409 shares
    Change vs previous 13F +27,254 shares

    0.01% of the 13F portfolio, value $32,863,339.

    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 486,155 shares
    Change vs previous 13F +4,507 shares

    0.01% of the 13F portfolio, value $31,235,466.

    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 481,648 shares
    Change vs previous 13F +8,105 shares

    0.01% of the 13F portfolio, value $32,732,802.

    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 473,543 shares
    Change vs previous 13F +179,061 shares

    0.01% of the 13F portfolio, value $31,760,512.

    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 294,482 shares
    Change vs previous 13F -55,295 shares

    0.01% of the 13F portfolio, value $21,093,753.

    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 349,777 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,001,701.

    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).