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ENVESTNET ASSET MANAGEMENT INC: EFAV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,046,745 EFAV 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 1,046,745 shares
    Change vs previous 13F -1,446 shares

    0.02% of the 13F portfolio, value $91,809,961.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,036,742 shares
    • Envestnet Portfolio Solutions, Inc.: 10,003 shares
  2. period ended2026-03-31
    13F 1,048,191 shares
    Change vs previous 13F +58,538 shares

    0.02% of the 13F portfolio, value $95,773,235.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,037,443 shares
    • Envestnet Portfolio Solutions, Inc.: 10,748 shares

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

  3. period ended2025-12-31
    13F 989,653 shares
    Change vs previous 13F -71,191 shares

    0.02% of the 13F portfolio, value $85,357,571.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 968,946 shares
    • Envestnet Portfolio Solutions, Inc.: 20,707 shares

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

  4. period ended2025-09-30
    13F 1,060,844 shares
    Change vs previous 13F -532,178 shares

    0.02% of the 13F portfolio, value $89,991,443.

    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: 1,041,135 shares
    • Envestnet Portfolio Solutions, Inc.: 19,709 shares

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

  5. period ended2025-06-30
    13F 1,593,022 shares
    Change vs previous 13F +6,469 shares

    0.04% of the 13F portfolio, value $133,908,148.

    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: 1,571,782 shares
    • Envestnet Portfolio Solutions, Inc.: 21,240 shares

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

  6. period ended2025-03-31
    13F 1,586,553 shares
    Change vs previous 13F -148,817 shares

    0.04% of the 13F portfolio, value $123,624,231.

    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: 1,560,695 shares
    • Envestnet Portfolio Solutions, Inc.: 25,858 shares

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

  7. period ended2024-12-31
    13F 1,735,370 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $122,708,066.

    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: 1,706,530 shares
    • Envestnet Portfolio Solutions, Inc.: 28,840 shares

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