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ENVESTNET ASSET MANAGEMENT INC: DFSV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,378,365 DFSV 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 2,378,365 shares
    Change vs previous 13F +89,801 shares

    0.02% of the 13F portfolio, value $92,256,759.

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

  2. period ended2026-03-31
    13F 2,288,564 shares
    Change vs previous 13F +215,208 shares

    0.02% of the 13F portfolio, value $80,191,294.

    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 2,073,356 shares
    Change vs previous 13F +53,021 shares

    0.02% of the 13F portfolio, value $68,192,685.

    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 2,020,335 shares
    Change vs previous 13F +780,636 shares

    0.02% of the 13F portfolio, value $64,327,472.

    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 1,239,699 shares
    Change vs previous 13F +61,106 shares

    0.01% of the 13F portfolio, value $36,484,346.

    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 1,178,593 shares
    Change vs previous 13F +147,212 shares

    0.01% of the 13F portfolio, value $33,177,390.

    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 1,031,381 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,745,907.

    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).