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ENVESTNET ASSET MANAGEMENT INC: CRD-A position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 126,208 CRD-A 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 126,208 shares
    Change vs previous 13F +37,528 shares

    <0.01% of the 13F portfolio, value $1,422,360.

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

  2. period ended2026-03-31
    13F 88,680 shares
    Change vs previous 13F +13,630 shares

    <0.01% of the 13F portfolio, value $884,141.

    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 75,050 shares
    Change vs previous 13F -24,724 shares

    <0.01% of the 13F portfolio, value $844,310.

    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 99,774 shares
    Change vs previous 13F -6,866 shares

    <0.01% of the 13F portfolio, value $1,067,586.

    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 106,640 shares
    Change vs previous 13F -92,498 shares

    <0.01% of the 13F portfolio, value $1,128,253.

    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 199,138 shares
    Change vs previous 13F +13,621 shares

    <0.01% of the 13F portfolio, value $2,274,160.

    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 185,517 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,144,573.

    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).