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ENVESTNET ASSET MANAGEMENT INC: DFNM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 203,458 DFNM 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 203,458 shares
    Change vs previous 13F +64,856 shares

    <0.01% of the 13F portfolio, value $9,834,166.

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

  2. period ended2026-03-31
    13F 138,602 shares
    Change vs previous 13F +54,610 shares

    <0.01% of the 13F portfolio, value $6,643,179.

    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 83,992 shares
    Change vs previous 13F -9,853 shares

    <0.01% of the 13F portfolio, value $4,045,881.

    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 93,845 shares
    Change vs previous 13F -763 shares

    <0.01% of the 13F portfolio, value $4,502,676.

    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 94,608 shares
    Change vs previous 13F -22,780 shares

    <0.01% of the 13F portfolio, value $4,487,267.

    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 117,388 shares
    Change vs previous 13F +953 shares

    <0.01% of the 13F portfolio, value $5,584,145.

    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 116,435 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,562,090.

    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).