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ENVESTNET ASSET MANAGEMENT INC: DFIN position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 22,510 DFIN 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 22,510 shares
    Change vs previous 13F -2,080 shares

    <0.01% of the 13F portfolio, value $944,298.

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

    • ENVESTNET ASSET MANAGEMENT INC: 15,011 shares
    • Envestnet Portfolio Solutions, Inc.: 7,499 shares
  2. period ended2026-03-31
    13F 24,590 shares
    Change vs previous 13F +9,502 shares

    <0.01% of the 13F portfolio, value $1,159,177.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 17,021 shares
    • Envestnet Portfolio Solutions, Inc.: 7,569 shares

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

  3. period ended2025-12-31
    13F 15,088 shares
    Change vs previous 13F -94,007 shares

    <0.01% of the 13F portfolio, value $704,458.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 7,263 shares
    • Envestnet Portfolio Solutions, Inc.: 7,825 shares

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

  4. period ended2025-09-30
    13F 109,095 shares
    Change vs previous 13F -61,356 shares

    <0.01% of the 13F portfolio, value $5,610,736.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 101,502 shares
    • Envestnet Portfolio Solutions, Inc.: 7,593 shares

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

  5. period ended2025-06-30
    13F 170,451 shares
    Change vs previous 13F -2,171 shares

    <0.01% of the 13F portfolio, value $10,508,295.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 161,998 shares
    • Envestnet Portfolio Solutions, Inc.: 8,453 shares

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

  6. period ended2025-03-31
    13F 172,622 shares
    Change vs previous 13F +10,375 shares

    <0.01% of the 13F portfolio, value $7,545,297.

    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 162,247 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,177,754.

    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).