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ENVESTNET ASSET MANAGEMENT INC: DOX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 315,274 DOX 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 315,274 shares
    Change vs previous 13F +21,071 shares

    <0.01% of the 13F portfolio, value $15,933,968.

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

  2. period ended2026-03-31
    13F 294,203 shares
    Change vs previous 13F +87,262 shares

    0.01% of the 13F portfolio, value $19,199,665.

    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 206,941 shares
    Change vs previous 13F -87,333 shares

    <0.01% of the 13F portfolio, value $16,660,810.

    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 294,274 shares
    Change vs previous 13F -256,259 shares

    0.01% of the 13F portfolio, value $24,145,163.

    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: 294,274 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  5. period ended2025-06-30
    13F 550,533 shares
    Change vs previous 13F -8,605 shares

    0.01% of the 13F portfolio, value $50,230,701.

    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: 541,648 shares
    • Envestnet Portfolio Solutions, Inc.: 8,885 shares

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

  6. period ended2025-03-31
    13F 559,138 shares
    Change vs previous 13F +14,157 shares

    0.02% of the 13F portfolio, value $51,161,101.

    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: 521,669 shares
    • Envestnet Portfolio Solutions, Inc.: 37,469 shares

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

  7. period ended2024-12-31
    13F 544,981 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $46,399,618.

    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: 511,024 shares
    • Envestnet Portfolio Solutions, Inc.: 33,957 shares

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