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Schubert & Co

SEC CIK
0001894830
Latest filing
Jul 30, 2026

ENV holding history

Envestnet, Inc. in every 13F filed by Schubert & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ENV overviewAll 13F holders of ENVFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of ENV by Schubert & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−14−100.0%Sold outHolders
Q1 202314$822<0.1%+1+7.7%AddedHolders
Q4 202213$802<0.1%−2−13.3%ReducedHolders
Q3 202215$1.00K<0.1%+7+87.5%AddedHolders
Q2 20228$00.0%+1+14.3%AddedHolders
Q1 20227$1.00K<0.1%+2+40.0%AddedHolders
Q4 20215$00.0%–No prior filingHolders