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ENVESTNET ASSET MANAGEMENT INC: DFIV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 5,179,127 DFIV 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 5,179,127 shares
    Change vs previous 13F +897,470 shares

    0.06% of the 13F portfolio, value $279,776,443.

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

    • ENVESTNET ASSET MANAGEMENT INC: 5,084,560 shares
    • Envestnet Portfolio Solutions, Inc.: 94,567 shares
  2. period ended2026-03-31
    13F 4,281,657 shares
    Change vs previous 13F +396,610 shares

    0.06% of the 13F portfolio, value $225,985,877.

    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: 4,187,745 shares
    • Envestnet Portfolio Solutions, Inc.: 93,912 shares

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

  3. period ended2025-12-31
    13F 3,885,047 shares
    Change vs previous 13F -767,248 shares

    0.05% of the 13F portfolio, value $193,863,845.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 3,781,075 shares
    • Envestnet Portfolio Solutions, Inc.: 103,972 shares

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

  4. period ended2025-09-30
    13F 4,652,295 shares
    Change vs previous 13F -16,578,494 shares

    0.06% of the 13F portfolio, value $214,563,792.

    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: 4,547,432 shares
    • Envestnet Portfolio Solutions, Inc.: 104,863 shares

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

  5. period ended2025-06-30
    13F 21,230,789 shares
    Change vs previous 13F +1,101,366 shares

    0.25% of the 13F portfolio, value $909,314,701.

    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: 21,129,796 shares
    • Envestnet Portfolio Solutions, Inc.: 100,993 shares

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

  6. period ended2025-03-31
    13F 20,129,423 shares
    Change vs previous 13F -434,727 shares

    0.24% of the 13F portfolio, value $792,294,081.

    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: 20,025,999 shares
    • Envestnet Portfolio Solutions, Inc.: 103,424 shares

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

  7. period ended2024-12-31
    13F 20,564,150 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $729,616,066.

    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: 20,460,106 shares
    • Envestnet Portfolio Solutions, Inc.: 104,044 shares

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