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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

  1. period ended2026-06-30
    13F/A 676,678 shares
    Change 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
  2. period ended2026-03-31
    13F 676,917 shares
    Change 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).

  3. period ended2025-12-31
    13F 739,026 shares
    Change 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).

  4. period ended2025-09-30
    13F 731,341 shares
    Change 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).

  5. period ended2025-06-30
    13F 522,140 shares
    Change 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).

  6. period ended2025-03-31
    13F 482,945 shares
    Change 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).

  7. period ended2024-12-31
    13F 411,578 shares
    Change 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).