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ENVESTNET ASSET MANAGEMENT INC: EXEL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 954,460 EXEL 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 954,460 shares
    Change vs previous 13F +648,995 shares

    0.01% of the 13F portfolio, value $51,932,166.

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

    • ENVESTNET ASSET MANAGEMENT INC: 949,669 shares
    • Envestnet Portfolio Solutions, Inc.: 4,791 shares
  2. period ended2026-03-31
    13F 305,465 shares
    Change vs previous 13F +43,767 shares

    <0.01% of the 13F portfolio, value $13,101,415.

    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 261,698 shares
    Change vs previous 13F -13,357 shares

    <0.01% of the 13F portfolio, value $11,470,230.

    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 275,055 shares
    Change vs previous 13F +3,338 shares

    <0.01% of the 13F portfolio, value $11,359,765.

    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 271,717 shares
    Change vs previous 13F +23,644 shares

    <0.01% of the 13F portfolio, value $11,975,930.

    13F-HR 0001214659-25-011234 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).

  6. period ended2025-03-31
    13F 248,073 shares
    Change vs previous 13F +47,845 shares

    <0.01% of the 13F portfolio, value $9,158,842.

    13F-HR 0001214659-25-006567 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).

  7. period ended2024-12-31
    13F 200,228 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,667,580.

    13F-HR 0001214659-25-002500 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).