ENVESTNET ASSET MANAGEMENT INC: DV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on DV, newest first. How the timeline and the estimate are built.
ENVESTNET ASSET MANAGEMENT INC held 258,033 DV shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.
the latest 13F is the newest step
- period ended2026-06-3013F/A 258,033 sharesChange vs previous 13F -49,392 shares
<0.01% of the 13F portfolio, value $2,797,079.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted , ingested - period ended2026-03-3113F 307,425 sharesChange vs previous 13F +32,454 shares
<0.01% of the 13F portfolio, value $2,920,534.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 274,971 sharesChange vs previous 13F -91,731 shares
<0.01% of the 13F portfolio, value $3,145,664.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 366,702 sharesChange vs previous 13F +48,983 shares
<0.01% of the 13F portfolio, value $4,393,084.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 317,719 sharesChange vs previous 13F -36,203 shares
<0.01% of the 13F portfolio, value $4,756,257.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 353,922 sharesChange vs previous 13F -340,253 shares
<0.01% of the 13F portfolio, value $4,731,943.
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: 353,922 shares
- Envestnet Portfolio Solutions, Inc.: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 694,175 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $13,335,099.
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: 675,275 shares
- Envestnet Portfolio Solutions, Inc.: 18,900 shares
Acceptance time not in the bulk data set (spec §4.2).