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ENVESTNET ASSET MANAGEMENT INC: DAR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 415,688 DAR 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 415,688 shares
    Change vs previous 13F -5,579 shares

    0.01% of the 13F portfolio, value $22,704,580.

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

  2. period ended2026-03-31
    13F 421,267 shares
    Change vs previous 13F -78,178 shares

    0.01% of the 13F portfolio, value $26,055,366.

    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 499,445 shares
    Change vs previous 13F -72,916 shares

    0.01% of the 13F portfolio, value $17,980,011.

    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 572,361 shares
    Change vs previous 13F -10,284 shares

    0.01% of the 13F portfolio, value $17,668,792.

    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 582,645 shares
    Change vs previous 13F +20,515 shares

    0.01% of the 13F portfolio, value $22,105,541.

    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 562,130 shares
    Change vs previous 13F +34,788 shares

    0.01% of the 13F portfolio, value $17,560,933.

    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: 562,130 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 527,342 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $17,766,153.

    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: 517,849 shares
    • Envestnet Portfolio Solutions, Inc.: 9,493 shares

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