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ENVESTNET ASSET MANAGEMENT INC: EFG position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 25,502,723 EFG 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 25,502,723 shares
    Change vs previous 13F +1,262,958 shares

    0.71% of the 13F portfolio, value $3,173,047,242.

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

    • ENVESTNET ASSET MANAGEMENT INC: 23,610,616 shares
    • Envestnet Portfolio Solutions, Inc.: 1,892,107 shares
  2. period ended2026-03-31
    13F 24,239,765 shares
    Change vs previous 13F +21,465,434 shares

    0.69% of the 13F portfolio, value $2,699,582,612.

    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: 22,399,811 shares
    • Envestnet Portfolio Solutions, Inc.: 1,839,954 shares

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

  3. period ended2025-12-31
    13F 2,774,331 shares
    Change vs previous 13F -1,792,895 shares

    0.09% of the 13F portfolio, value $316,051,831.

    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: 2,658,743 shares
    • Envestnet Portfolio Solutions, Inc.: 115,588 shares

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

  4. period ended2025-09-30
    13F 4,567,226 shares
    Change vs previous 13F -13,857,828 shares

    0.14% of the 13F portfolio, value $520,115,511.

    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: 4,341,499 shares
    • Envestnet Portfolio Solutions, Inc.: 225,727 shares

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

  5. period ended2025-06-30
    13F 18,425,054 shares
    Change vs previous 13F -40,279 shares

    0.56% of the 13F portfolio, value $2,063,568,764.

    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: 16,920,944 shares
    • Envestnet Portfolio Solutions, Inc.: 1,504,110 shares

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

  6. period ended2025-03-31
    13F 18,465,333 shares
    Change vs previous 13F -16,300,432 shares

    0.55% of the 13F portfolio, value $1,846,533,331.

    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: 16,812,733 shares
    • Envestnet Portfolio Solutions, Inc.: 1,652,600 shares

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

  7. period ended2024-12-31
    13F 34,765,765 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,366,369,030.

    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: 30,530,915 shares
    • Envestnet Portfolio Solutions, Inc.: 4,234,850 shares

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