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ENVESTNET ASSET MANAGEMENT INC: EVR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 46,399 EVR 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 46,399 shares
    Change vs previous 13F -20,137 shares

    <0.01% of the 13F portfolio, value $15,842,448.

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

  2. period ended2026-03-31
    13F 66,536 shares
    Change vs previous 13F +1,241 shares

    0.01% of the 13F portfolio, value $19,861,710.

    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 65,295 shares
    Change vs previous 13F -4,026 shares

    0.01% of the 13F portfolio, value $22,216,574.

    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 69,321 shares
    Change vs previous 13F +11,405 shares

    0.01% of the 13F portfolio, value $23,383,289.

    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 57,916 shares
    Change vs previous 13F -66,672 shares

    <0.01% of the 13F portfolio, value $15,638,360.

    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: 57,916 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 124,588 shares
    Change vs previous 13F +21,626 shares

    0.01% of the 13F portfolio, value $24,882,637.

    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: 123,292 shares
    • Envestnet Portfolio Solutions, Inc.: 1,296 shares

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

  7. period ended2024-12-31
    13F 102,962 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,540,034.

    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: 100,813 shares
    • Envestnet Portfolio Solutions, Inc.: 2,149 shares

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