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ENVESTNET ASSET MANAGEMENT INC: DFIS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 5,284,049 DFIS 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 5,284,049 shares
    Change vs previous 13F +142,383 shares

    0.04% of the 13F portfolio, value $185,100,214.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,975,099 shares
    • Envestnet Portfolio Solutions, Inc.: 3,308,950 shares
  2. period ended2026-03-31
    13F 5,141,666 shares
    Change vs previous 13F -192,428 shares

    0.04% of the 13F portfolio, value $173,119,886.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,841,482 shares
    • Envestnet Portfolio Solutions, Inc.: 3,300,184 shares

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

  3. period ended2025-12-31
    13F 5,334,094 shares
    Change vs previous 13F +118,464 shares

    0.05% of the 13F portfolio, value $175,705,073.

    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: 1,762,551 shares
    • Envestnet Portfolio Solutions, Inc.: 3,571,543 shares

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

  4. period ended2025-09-30
    13F 5,215,630 shares
    Change vs previous 13F +513,559 shares

    0.04% of the 13F portfolio, value $164,970,384.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,690,024 shares
    • Envestnet Portfolio Solutions, Inc.: 3,525,606 shares

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

  5. period ended2025-06-30
    13F 4,702,071 shares
    Change vs previous 13F -901,928 shares

    0.04% of the 13F portfolio, value $140,309,806.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,770,378 shares
    • Envestnet Portfolio Solutions, Inc.: 2,931,693 shares

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

  6. period ended2025-03-31
    13F 5,603,999 shares
    Change vs previous 13F +3,954,970 shares

    0.04% of the 13F portfolio, value $144,807,339.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,700,898 shares
    • Envestnet Portfolio Solutions, Inc.: 3,903,101 shares

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

  7. period ended2024-12-31
    13F 1,649,029 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $40,491,910.

    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).