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ENVESTNET ASSET MANAGEMENT INC: FCAL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 0 FCAL 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 0 shares
    Change vs previous 13F -5,399 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 5,399 shares
    Change vs previous 13F -14,363 shares

    <0.01% of the 13F portfolio, value $263,946.

    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: 5,399 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 19,762 shares
    Change vs previous 13F -6,822 shares

    <0.01% of the 13F portfolio, value $974,424.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 4,827 shares
    • Envestnet Portfolio Solutions, Inc.: 14,935 shares

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

  4. period ended2025-09-30
    13F 26,584 shares
    Change vs previous 13F +2,536 shares

    <0.01% of the 13F portfolio, value $1,296,511.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 6,177 shares
    • Envestnet Portfolio Solutions, Inc.: 20,407 shares

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

  5. period ended2025-06-30
    13F 24,048 shares
    Change vs previous 13F +14,712 shares

    <0.01% of the 13F portfolio, value $1,153,581.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 5,386 shares
    • Envestnet Portfolio Solutions, Inc.: 18,662 shares

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

  6. period ended2025-03-31
    13F 9,336 shares
    Change vs previous 13F +3,422 shares

    <0.01% of the 13F portfolio, value $453,185.

    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: 5,206 shares
    • Envestnet Portfolio Solutions, Inc.: 4,130 shares

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

  7. period ended2024-12-31
    13F 5,914 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,969.

    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).