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ENVESTNET ASSET MANAGEMENT INC: EDGF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 988,407 EDGF 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 988,407 shares
    Change vs previous 13F +194,304 shares

    0.01% of the 13F portfolio, value $24,359,293.

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

  2. period ended2026-03-31
    13F 794,103 shares
    Change vs previous 13F +323,928 shares

    0.01% of the 13F portfolio, value $19,642,140.

    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 470,175 shares
    Change vs previous 13F +165,072 shares

    <0.01% of the 13F portfolio, value $11,589,820.

    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 305,103 shares
    Change vs previous 13F -26,051 shares

    <0.01% of the 13F portfolio, value $7,581,801.

    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 331,154 shares
    Change vs previous 13F -112,097 shares

    <0.01% of the 13F portfolio, value $8,192,738.

    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: 331,154 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 443,251 shares
    Change vs previous 13F +113,820 shares

    <0.01% of the 13F portfolio, value $11,025,867.

    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: 260,610 shares
    • Envestnet Portfolio Solutions, Inc.: 182,641 shares

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

  7. period ended2024-12-31
    13F 329,431 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,065,130.

    13F-HR 0001214659-25-002329 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 162,573 shares
    • Envestnet Portfolio Solutions, Inc.: 166,858 shares

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