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ENVESTNET ASSET MANAGEMENT INC: AVLV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 9,778,034 AVLV 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 9,778,034 shares
    Change vs previous 13F -361,287 shares

    0.21% of the 13F portfolio, value $891,821,191.

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

  2. period ended2026-03-31
    13F 10,139,321 shares
    Change vs previous 13F -737,463 shares

    0.22% of the 13F portfolio, value $817,330,708.

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

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

  3. period ended2025-12-31
    13F 10,876,784 shares
    Change vs previous 13F -26,430 shares

    0.24% of the 13F portfolio, value $824,132,211.

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

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

  4. period ended2025-09-30
    13F 10,903,214 shares
    Change vs previous 13F -118,324 shares

    0.23% of the 13F portfolio, value $787,866,247.

    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: 10,903,214 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  5. period ended2025-06-30
    13F 11,021,538 shares
    Change vs previous 13F +9,354,778 shares

    0.2% of the 13F portfolio, value $751,750,057.

    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: 11,012,886 shares
    • Envestnet Portfolio Solutions, Inc.: 8,652 shares

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

  6. period ended2025-03-31
    13F 1,666,760 shares
    Change vs previous 13F -95,423 shares

    0.03% of the 13F portfolio, value $108,689,395.

    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: 1,656,598 shares
    • Envestnet Portfolio Solutions, Inc.: 10,162 shares

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

  7. period ended2024-12-31
    13F 1,762,183 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $117,660,938.

    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: 1,746,327 shares
    • Envestnet Portfolio Solutions, Inc.: 15,856 shares

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