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ENVESTNET ASSET MANAGEMENT INC: BR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 438,752 BR 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 438,752 shares
    Change vs previous 13F -80,449 shares

    0.01% of the 13F portfolio, value $60,087,034.

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

    • ENVESTNET ASSET MANAGEMENT INC: 434,269 shares
    • Envestnet Portfolio Solutions, Inc.: 4,483 shares
  2. period ended2026-03-31
    13F 519,201 shares
    Change vs previous 13F +23,616 shares

    0.02% of the 13F portfolio, value $84,359,868.

    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: 514,497 shares
    • Envestnet Portfolio Solutions, Inc.: 4,704 shares

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

  3. period ended2025-12-31
    13F 495,585 shares
    Change vs previous 13F -75,994 shares

    0.03% of the 13F portfolio, value $110,599,926.

    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: 487,071 shares
    • Envestnet Portfolio Solutions, Inc.: 8,514 shares

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

  4. period ended2025-09-30
    13F 571,579 shares
    Change vs previous 13F -30,118 shares

    0.04% of the 13F portfolio, value $136,132,882.

    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: 563,281 shares
    • Envestnet Portfolio Solutions, Inc.: 8,298 shares

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

  5. period ended2025-06-30
    13F 601,697 shares
    Change vs previous 13F -56,791 shares

    0.04% of the 13F portfolio, value $146,230,352.

    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: 592,843 shares
    • Envestnet Portfolio Solutions, Inc.: 8,854 shares

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

  6. period ended2025-03-31
    13F 658,488 shares
    Change vs previous 13F -77,871 shares

    0.05% of the 13F portfolio, value $159,656,926.

    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: 648,036 shares
    • Envestnet Portfolio Solutions, Inc.: 10,452 shares

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

  7. period ended2024-12-31
    13F 736,359 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $166,483,400.

    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: 714,545 shares
    • Envestnet Portfolio Solutions, Inc.: 21,814 shares

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