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ENVESTNET ASSET MANAGEMENT INC: AWR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 6,822 AWR 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 6,822 shares
    Change vs previous 13F -1,375 shares

    <0.01% of the 13F portfolio, value $563,694.

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

    • ENVESTNET ASSET MANAGEMENT INC: 3,583 shares
    • Envestnet Portfolio Solutions, Inc.: 3,239 shares
  2. period ended2026-03-31
    13F 8,197 shares
    Change vs previous 13F -1,264 shares

    <0.01% of the 13F portfolio, value $619,834.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 3,076 shares
    • Envestnet Portfolio Solutions, Inc.: 5,121 shares

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

  3. period ended2025-12-31
    13F 9,461 shares
    Change vs previous 13F -1,960 shares

    <0.01% of the 13F portfolio, value $685,748.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 4,331 shares
    • Envestnet Portfolio Solutions, Inc.: 5,130 shares

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

  4. period ended2025-09-30
    13F 11,421 shares
    Change vs previous 13F +1,139 shares

    <0.01% of the 13F portfolio, value $837,367.

    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: 7,958 shares
    • Envestnet Portfolio Solutions, Inc.: 3,463 shares

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

  5. period ended2025-06-30
    13F 10,282 shares
    Change vs previous 13F +3,736 shares

    <0.01% of the 13F portfolio, value $788,207.

    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: 6,606 shares
    • Envestnet Portfolio Solutions, Inc.: 3,676 shares

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

  6. period ended2025-03-31
    13F 6,546 shares
    Change vs previous 13F +1,599 shares

    <0.01% of the 13F portfolio, value $515,000.

    13F-HR 0001214659-25-006567 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).

  7. period ended2024-12-31
    13F 4,947 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $384,471.

    13F-HR 0001214659-25-002500 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).