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ENVESTNET ASSET MANAGEMENT INC: DFGR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 631,263 DFGR 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 631,263 shares
    Change vs previous 13F +294,566 shares

    <0.01% of the 13F portfolio, value $18,287,698.

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

  2. period ended2026-03-31
    13F 336,697 shares
    Change vs previous 13F +65,995 shares

    <0.01% of the 13F portfolio, value $8,949,408.

    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 270,702 shares
    Change vs previous 13F +20,968 shares

    <0.01% of the 13F portfolio, value $7,151,950.

    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 249,734 shares
    Change vs previous 13F +26,969 shares

    <0.01% of the 13F portfolio, value $6,820,247.

    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 222,765 shares
    Change vs previous 13F +10,154 shares

    <0.01% of the 13F portfolio, value $5,976,786.

    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 212,611 shares
    Change vs previous 13F +17,184 shares

    <0.01% of the 13F portfolio, value $5,583,175.

    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 195,427 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,991,199.

    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).