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ENVESTNET ASSET MANAGEMENT INC: CRD-B position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 22,088 CRD-B 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 22,088 shares
    Change vs previous 13F -28,303 shares

    <0.01% of the 13F portfolio, value $230,379.

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

  2. period ended2026-03-31
    13F 50,391 shares
    Change vs previous 13F -9,233 shares

    <0.01% of the 13F portfolio, value $510,968.

    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 59,624 shares
    Change vs previous 13F +2,418 shares

    <0.01% of the 13F portfolio, value $639,165.

    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 57,206 shares
    Change vs previous 13F +2,528 shares

    <0.01% of the 13F portfolio, value $559,470.

    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 54,678 shares
    Change vs previous 13F +18,357 shares

    <0.01% of the 13F portfolio, value $571,197.

    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 36,321 shares
    Change vs previous 13F -13,305 shares

    <0.01% of the 13F portfolio, value $414,783.

    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 49,626 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $577,154.

    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).