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ENVESTNET ASSET MANAGEMENT INC: DFSD position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,796,927 DFSD 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 2,796,927 shares
    Change vs previous 13F +273,005 shares

    0.03% of the 13F portfolio, value $133,553,248.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,683,166 shares
    • Envestnet Portfolio Solutions, Inc.: 113,761 shares
  2. period ended2026-03-31
    13F 2,523,922 shares
    Change vs previous 13F +153,783 shares

    0.03% of the 13F portfolio, value $120,845,390.

    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: 2,418,971 shares
    • Envestnet Portfolio Solutions, Inc.: 104,951 shares

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

  3. period ended2025-12-31
    13F 2,370,139 shares
    Change vs previous 13F +213,795 shares

    0.03% of the 13F portfolio, value $113,648,162.

    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: 2,263,961 shares
    • Envestnet Portfolio Solutions, Inc.: 106,178 shares

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

  4. period ended2025-09-30
    13F 2,156,344 shares
    Change vs previous 13F +102,955 shares

    0.03% of the 13F portfolio, value $103,914,238.

    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: 2,048,290 shares
    • Envestnet Portfolio Solutions, Inc.: 108,054 shares

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

  5. period ended2025-06-30
    13F 2,053,389 shares
    Change vs previous 13F +496,062 shares

    0.03% of the 13F portfolio, value $98,583,210.

    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: 1,938,383 shares
    • Envestnet Portfolio Solutions, Inc.: 115,006 shares

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

  6. period ended2025-03-31
    13F 1,557,327 shares
    Change vs previous 13F +74,141 shares

    0.02% of the 13F portfolio, value $74,004,163.

    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: 1,477,213 shares
    • Envestnet Portfolio Solutions, Inc.: 80,114 shares

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

  7. period ended2024-12-31
    13F 1,483,186 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $69,531,756.

    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: 1,403,944 shares
    • Envestnet Portfolio Solutions, Inc.: 79,242 shares

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