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ENVESTNET ASSET MANAGEMENT INC: EW position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 745,094 EW 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 745,094 shares
    Change vs previous 13F +410,187 shares

    0.02% of the 13F portfolio, value $67,401,228.

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

    • ENVESTNET ASSET MANAGEMENT INC: 740,002 shares
    • Envestnet Portfolio Solutions, Inc.: 5,092 shares
  2. period ended2026-03-31
    13F 334,907 shares
    Change vs previous 13F +118,183 shares

    0.01% of the 13F portfolio, value $26,819,391.

    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: 331,593 shares
    • Envestnet Portfolio Solutions, Inc.: 3,314 shares

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

  3. period ended2025-12-31
    13F 216,724 shares
    Change vs previous 13F -44,863 shares

    0.01% of the 13F portfolio, value $18,475,752.

    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: 213,495 shares
    • Envestnet Portfolio Solutions, Inc.: 3,229 shares

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

  4. period ended2025-09-30
    13F 261,587 shares
    Change vs previous 13F -78,709 shares

    0.01% of the 13F portfolio, value $20,343,605.

    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 340,296 shares
    Change vs previous 13F -59,606 shares

    0.01% of the 13F portfolio, value $26,609,391.

    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: 340,296 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 399,902 shares
    Change vs previous 13F -42,761 shares

    0.01% of the 13F portfolio, value $28,984,921.

    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: 396,755 shares
    • Envestnet Portfolio Solutions, Inc.: 3,147 shares

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

  7. period ended2024-12-31
    13F 442,663 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,770,366.

    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: 408,835 shares
    • Envestnet Portfolio Solutions, Inc.: 33,828 shares

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