ENVESTNET ASSET MANAGEMENT INC: EXC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on EXC, newest first. How the timeline and the estimate are built.
ENVESTNET ASSET MANAGEMENT INC held 676,678 EXC shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.
the latest 13F is the newest step
- period ended2026-06-3013F/A 676,678 sharesChange vs previous 13F -239 shares
0.01% of the 13F portfolio, value $31,545,830.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted , ingested- ENVESTNET ASSET MANAGEMENT INC: 368,273 shares
- Envestnet Portfolio Solutions, Inc.: 308,405 shares
- period ended2026-03-3113F 676,917 sharesChange vs previous 13F -62,109 shares
0.01% of the 13F portfolio, value $33,182,487.
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: 393,397 shares
- Envestnet Portfolio Solutions, Inc.: 283,520 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 739,026 sharesChange vs previous 13F +7,685 shares
0.01% of the 13F portfolio, value $32,214,174.
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: 447,955 shares
- Envestnet Portfolio Solutions, Inc.: 291,071 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 731,341 sharesChange vs previous 13F +209,201 shares
0.01% of the 13F portfolio, value $32,917,657.
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: 476,138 shares
- Envestnet Portfolio Solutions, Inc.: 255,203 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 522,140 sharesChange vs previous 13F +39,195 shares
0.01% of the 13F portfolio, value $22,671,315.
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: 488,469 shares
- Envestnet Portfolio Solutions, Inc.: 33,671 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 482,945 sharesChange vs previous 13F +71,367 shares
0.01% of the 13F portfolio, value $22,254,112.
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: 450,524 shares
- Envestnet Portfolio Solutions, Inc.: 32,421 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 411,578 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $15,491,780.
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: 369,215 shares
- Envestnet Portfolio Solutions, Inc.: 42,363 shares
Acceptance time not in the bulk data set (spec §4.2).