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ENVESTNET ASSET MANAGEMENT INC: DFAT position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 829,212 DFAT 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 829,212 shares
    Change vs previous 13F +141,410 shares

    0.01% of the 13F portfolio, value $57,961,886.

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

    • ENVESTNET ASSET MANAGEMENT INC: 825,208 shares
    • Envestnet Portfolio Solutions, Inc.: 4,004 shares
  2. period ended2026-03-31
    13F 687,802 shares
    Change vs previous 13F +73,716 shares

    0.01% of the 13F portfolio, value $42,953,219.

    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 614,086 shares
    Change vs previous 13F +95,607 shares

    0.01% of the 13F portfolio, value $36,562,697.

    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 518,479 shares
    Change vs previous 13F -1,376,323 shares

    0.01% of the 13F portfolio, value $30,180,655.

    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 1,894,802 shares
    Change vs previous 13F -11,931 shares

    0.03% of the 13F portfolio, value $102,243,529.

    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 1,906,733 shares
    Change vs previous 13F -36,198 shares

    0.03% of the 13F portfolio, value $98,177,702.

    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 1,942,931 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $108,143,556.

    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).