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ENVESTNET ASSET MANAGEMENT INC: DFEV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 187,074 DFEV 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 187,074 shares
    Change vs previous 13F +19,980 shares

    <0.01% of the 13F portfolio, value $7,981,900.

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

  2. period ended2026-03-31
    13F 167,094 shares
    Change vs previous 13F +22,852 shares

    <0.01% of the 13F portfolio, value $5,978,623.

    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 144,242 shares
    Change vs previous 13F -4,937 shares

    <0.01% of the 13F portfolio, value $4,866,715.

    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 149,179 shares
    Change vs previous 13F +11,856 shares

    <0.01% of the 13F portfolio, value $4,757,311.

    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 137,323 shares
    Change vs previous 13F +5,953 shares

    <0.01% of the 13F portfolio, value $4,118,307.

    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 131,370 shares
    Change vs previous 13F -28,278 shares

    <0.01% of the 13F portfolio, value $3,553,550.

    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: 131,370 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 159,648 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,184,380.

    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: 151,743 shares
    • Envestnet Portfolio Solutions, Inc.: 7,905 shares

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