ENVESTNET ASSET MANAGEMENT INC
Holdings in SFBS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,917,506 | 82,428 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $10,997,096 | 136,559 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $11,628,980 | 150,032 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $13,580,596 | 164,414 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $12,983,862 | 153,220 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $11,767,180 | 146,267 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $8,397,887 | 132,899 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $8,529,715 | 128,537 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,430,745 | 21,473 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $1,090,926 | 20,911 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $491,367 | 12,008 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $608,250 | 11,134 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $810,657 | 11,764 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $961,760 | 12,022 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $957,378 | 12,131 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $1,134,999 | 11,911 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,258,046 | 14,811 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $1,065,082 | 13,690 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $969,530 | 14,262 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $926,818 | 15,112 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $653,382 | 16,217 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $500,955 | 14,721 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $438,632 | 12,266 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $247,812 | 8,452 | Shares | Sole | 2020-04-23 |