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ENVESTNET ASSET MANAGEMENT INC: FA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 22,098 FA 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 22,098 shares
    Change vs previous 13F -16,520 shares

    <0.01% of the 13F portfolio, value $398,869.

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

  2. period ended2026-03-31
    13F 38,618 shares
    Change vs previous 13F -11,094 shares

    <0.01% of the 13F portfolio, value $454,148.

    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 49,712 shares
    Change vs previous 13F -7,230 shares

    <0.01% of the 13F portfolio, value $722,315.

    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 56,942 shares
    Change vs previous 13F -6,510 shares

    <0.01% of the 13F portfolio, value $876,337.

    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 63,452 shares
    Change vs previous 13F +23,731 shares

    <0.01% of the 13F portfolio, value $1,053,938.

    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 39,721 shares
    Change vs previous 13F -2,179 shares

    <0.01% of the 13F portfolio, value $559,669.

    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 41,900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $784,787.

    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).