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ENVESTNET ASSET MANAGEMENT INC: AVDV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,664,072 AVDV 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 2,664,072 shares
    Change vs previous 13F +79,582 shares

    0.06% of the 13F portfolio, value $274,532,554.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,637,014 shares
    • Envestnet Portfolio Solutions, Inc.: 27,058 shares
  2. period ended2026-03-31
    13F 2,584,490 shares
    Change vs previous 13F +273,695 shares

    0.07% of the 13F portfolio, value $258,087,192.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,562,549 shares
    • Envestnet Portfolio Solutions, Inc.: 21,941 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,310,795 shares
    Change vs previous 13F +9,258 shares

    0.06% of the 13F portfolio, value $217,145,411.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,281,687 shares
    • Envestnet Portfolio Solutions, Inc.: 29,108 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,301,537 shares
    Change vs previous 13F +96,898 shares

    0.05% of the 13F portfolio, value $204,905,782.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,271,428 shares
    • Envestnet Portfolio Solutions, Inc.: 30,109 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,204,639 shares
    Change vs previous 13F +6,521 shares

    0.05% of the 13F portfolio, value $174,783,765.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,173,301 shares
    • Envestnet Portfolio Solutions, Inc.: 31,338 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,198,118 shares
    Change vs previous 13F +1,193,016 shares

    0.05% of the 13F portfolio, value $153,296,708.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,162,477 shares
    • Envestnet Portfolio Solutions, Inc.: 35,641 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,005,102 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $65,411,995.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 991,455 shares
    • Envestnet Portfolio Solutions, Inc.: 13,647 shares

    Acceptance time not in the bulk data set (spec §4.2).