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ENVESTNET ASSET MANAGEMENT INC: EDOW position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 131,091 EDOW 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 131,091 shares
    Change vs previous 13F +7,825 shares

    <0.01% of the 13F portfolio, value $5,779,802.

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

  2. period ended2026-03-31
    13F 123,266 shares
    Change vs previous 13F +59,455 shares

    <0.01% of the 13F portfolio, value $5,000,997.

    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 63,811 shares
    Change vs previous 13F +8,404 shares

    <0.01% of the 13F portfolio, value $2,635,388.

    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 55,407 shares
    Change vs previous 13F -25,244 shares

    <0.01% of the 13F portfolio, value $2,212,959.

    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 80,651 shares
    Change vs previous 13F -3,798 shares

    <0.01% of the 13F portfolio, value $3,091,357.

    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: 80,651 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 84,449 shares
    Change vs previous 13F +24,650 shares

    <0.01% of the 13F portfolio, value $3,059,080.

    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: 77,049 shares
    • Envestnet Portfolio Solutions, Inc.: 7,400 shares

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

  7. period ended2024-12-31
    13F 59,799 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,168,924.

    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: 52,446 shares
    • Envestnet Portfolio Solutions, Inc.: 7,353 shares

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