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ENVESTNET ASSET MANAGEMENT INC: EXLS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 463,989 EXLS 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 463,989 shares
    Change vs previous 13F -123,311 shares

    <0.01% of the 13F portfolio, value $11,998,223.

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

  2. period ended2026-03-31
    13F 587,300 shares
    Change vs previous 13F +84,708 shares

    <0.01% of the 13F portfolio, value $17,883,270.

    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: 587,300 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 502,592 shares
    Change vs previous 13F -123,910 shares

    0.01% of the 13F portfolio, value $21,329,472.

    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: 497,051 shares
    • Envestnet Portfolio Solutions, Inc.: 5,541 shares

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

  4. period ended2025-09-30
    13F 626,502 shares
    Change vs previous 13F +36,154 shares

    0.01% of the 13F portfolio, value $27,584,863.

    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: 621,086 shares
    • Envestnet Portfolio Solutions, Inc.: 5,416 shares

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

  5. period ended2025-06-30
    13F 590,348 shares
    Change vs previous 13F -11,891 shares

    0.01% of the 13F portfolio, value $25,851,319.

    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: 583,654 shares
    • Envestnet Portfolio Solutions, Inc.: 6,694 shares

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

  6. period ended2025-03-31
    13F 602,239 shares
    Change vs previous 13F -50,048 shares

    0.01% of the 13F portfolio, value $28,431,693.

    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: 594,673 shares
    • Envestnet Portfolio Solutions, Inc.: 7,566 shares

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

  7. period ended2024-12-31
    13F 652,287 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,948,503.

    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: 638,017 shares
    • Envestnet Portfolio Solutions, Inc.: 14,270 shares

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