ENVESTNET ASSET MANAGEMENT INC: AVDE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 5,248,750 AVDE 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 5,248,750 shares
Change vs previous 13F +329,336 shares
0.11% of the 13F portfolio, value $468,189,906.
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: 5,248,750 shares
- Envestnet Portfolio Solutions, Inc.: 0 shares
period ended2026-03-31
13F 4,919,414 shares
Change vs previous 13F +523,526 shares
0.11% of the 13F portfolio, value $417,363,089.
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: 4,916,520 shares
- Envestnet Portfolio Solutions, Inc.: 2,894 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,395,888 shares
Change vs previous 13F +324,238 shares
0.1% of the 13F portfolio, value $361,869,531.
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: 4,392,964 shares
- Envestnet Portfolio Solutions, Inc.: 2,924 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,071,650 shares
Change vs previous 13F +2,378,031 shares
0.09% of the 13F portfolio, value $321,253,170.
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: 4,068,689 shares
- Envestnet Portfolio Solutions, Inc.: 2,961 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,693,619 shares
Change vs previous 13F +312,927 shares
0.03% of the 13F portfolio, value $125,344,726.
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: 1,690,757 shares
- Envestnet Portfolio Solutions, Inc.: 2,862 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,380,692 shares
Change vs previous 13F -101,822 shares
0.03% of the 13F portfolio, value $91,498,443.
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: 1,377,624 shares
- Envestnet Portfolio Solutions, Inc.: 3,068 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,482,514 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $90,981,905.
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: 1,482,514 shares
- Envestnet Portfolio Solutions, Inc.: 0 shares
Acceptance time not in the bulk data set (spec §4.2).