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ENVESTNET ASSET MANAGEMENT INC: EDGU position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 195,649 EDGU 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 195,649 shares
    Change vs previous 13F +124,432 shares

    <0.01% of the 13F portfolio, value $6,260,783.

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

  2. period ended2026-03-31
    13F 71,217 shares
    Change vs previous 13F +34,597 shares

    <0.01% of the 13F portfolio, value $1,978,724.

    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 36,620 shares
    Change vs previous 13F -9,239 shares

    <0.01% of the 13F portfolio, value $1,042,569.

    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 45,859 shares
    Change vs previous 13F +1,379 shares

    <0.01% of the 13F portfolio, value $1,282,165.

    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 44,480 shares
    Change vs previous 13F -70,428 shares

    <0.01% of the 13F portfolio, value $1,157,381.

    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: 44,480 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 114,908 shares
    Change vs previous 13F -31,735 shares

    <0.01% of the 13F portfolio, value $2,788,643.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 51,679 shares
    • Envestnet Portfolio Solutions, Inc.: 63,229 shares

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

  7. period ended2024-12-31
    13F 146,643 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,659,857.

    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: 66,339 shares
    • Envestnet Portfolio Solutions, Inc.: 80,304 shares

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