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ENVESTNET ASSET MANAGEMENT INC: CFA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 20,633 CFA 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 20,633 shares
    Change vs previous 13F +460 shares

    <0.01% of the 13F portfolio, value $2,038,532.

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

  2. period ended2026-03-31
    13F 20,173 shares
    Change vs previous 13F +63 shares

    <0.01% of the 13F portfolio, value $1,845,376.

    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 20,110 shares
    Change vs previous 13F -89,843 shares

    <0.01% of the 13F portfolio, value $1,830,157.

    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 109,953 shares
    Change vs previous 13F -1,661 shares

    <0.01% of the 13F portfolio, value $10,003,533.

    13F-HR 0001214659-25-015924 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).

  5. period ended2025-06-30
    13F 111,614 shares
    Change vs previous 13F -133 shares

    <0.01% of the 13F portfolio, value $9,817,560.

    13F-HR 0001214659-25-011234 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).

  6. period ended2025-03-31
    13F 111,747 shares
    Change vs previous 13F -3,091 shares

    <0.01% of the 13F portfolio, value $9,435,870.

    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 114,838 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,750,936.

    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).