ENVESTNET ASSET MANAGEMENT INC: AM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,290,807 AM shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 1,290,807 shares
Change vs previous 13F -27,931 shares
0.01% of the 13F portfolio, value $29,365,857.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,228,188 shares
- Envestnet Portfolio Solutions, Inc.: 62,619 shares
period ended2026-03-31
13F 1,318,738 shares
Change vs previous 13F +383,569 shares
0.01% of the 13F portfolio, value $30,067,218.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,248,618 shares
- Envestnet Portfolio Solutions, Inc.: 70,120 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 935,169 shares
Change vs previous 13F +81,492 shares
<0.01% of the 13F portfolio, value $16,636,656.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ENVESTNET ASSET MANAGEMENT INC: 862,019 shares
- Envestnet Portfolio Solutions, Inc.: 73,150 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 853,677 shares
Change vs previous 13F +129,169 shares
<0.01% of the 13F portfolio, value $16,595,490.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ENVESTNET ASSET MANAGEMENT INC: 779,641 shares
- Envestnet Portfolio Solutions, Inc.: 74,036 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 724,508 shares
Change vs previous 13F +145,989 shares
<0.01% of the 13F portfolio, value $13,729,418.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ENVESTNET ASSET MANAGEMENT INC: 645,904 shares
- Envestnet Portfolio Solutions, Inc.: 78,604 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 578,519 shares
Change vs previous 13F +58,609 shares
<0.01% of the 13F portfolio, value $10,413,341.
13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 553,317 shares
- Envestnet Portfolio Solutions, Inc.: 25,202 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 519,910 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $7,845,451.
13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ENVESTNET ASSET MANAGEMENT INC: 492,735 shares
- Envestnet Portfolio Solutions, Inc.: 27,175 shares
Acceptance time not in the bulk data set (spec §4.2).