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ENVESTNET ASSET MANAGEMENT INC: EVTR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,157,721 EVTR 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 2,157,721 shares
    Change vs previous 13F +542,875 shares

    0.02% of the 13F portfolio, value $109,418,031.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,121,112 shares
    • Envestnet Portfolio Solutions, Inc.: 36,609 shares
  2. period ended2026-03-31
    13F 1,614,846 shares
    Change vs previous 13F +447,119 shares

    0.02% of the 13F portfolio, value $81,953,449.

    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: 1,580,920 shares
    • Envestnet Portfolio Solutions, Inc.: 33,926 shares

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

  3. period ended2025-12-31
    13F 1,167,727 shares
    Change vs previous 13F +411,115 shares

    0.02% of the 13F portfolio, value $60,137,916.

    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: 1,140,838 shares
    • Envestnet Portfolio Solutions, Inc.: 26,889 shares

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

  4. period ended2025-09-30
    13F 756,612 shares
    Change vs previous 13F +358,369 shares

    0.01% of the 13F portfolio, value $38,927,710.

    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: 736,697 shares
    • Envestnet Portfolio Solutions, Inc.: 19,915 shares

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

  5. period ended2025-06-30
    13F 398,243 shares
    Change vs previous 13F +86,105 shares

    0.01% of the 13F portfolio, value $20,256,625.

    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: 378,952 shares
    • Envestnet Portfolio Solutions, Inc.: 19,291 shares

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

  6. period ended2025-03-31
    13F 312,138 shares
    Change vs previous 13F +154,060 shares

    <0.01% of the 13F portfolio, value $15,803,551.

    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: 299,436 shares
    • Envestnet Portfolio Solutions, Inc.: 12,702 shares

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

  7. period ended2024-12-31
    13F 158,078 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,881,774.

    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: 152,319 shares
    • Envestnet Portfolio Solutions, Inc.: 5,759 shares

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