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ENVESTNET ASSET MANAGEMENT INC: FDLS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 56,731 FDLS 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 56,731 shares
    Change vs previous 13F -28,200 shares

    <0.01% of the 13F portfolio, value $2,398,006.

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

    • ENVESTNET ASSET MANAGEMENT INC: 43,008 shares
    • Envestnet Portfolio Solutions, Inc.: 13,723 shares
  2. period ended2026-03-31
    13F 84,931 shares
    Change vs previous 13F +37,692 shares

    <0.01% of the 13F portfolio, value $3,137,334.

    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: 62,228 shares
    • Envestnet Portfolio Solutions, Inc.: 22,703 shares

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

  3. period ended2025-12-31
    13F 47,239 shares
    Change vs previous 13F +7,332 shares

    <0.01% of the 13F portfolio, value $1,688,312.

    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 39,907 shares
    Change vs previous 13F +4,168 shares

    <0.01% of the 13F portfolio, value $1,393,557.

    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 35,739 shares
    Change vs previous 13F +1,436 shares

    <0.01% of the 13F portfolio, value $1,134,514.

    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 34,303 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $965,731.

    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 33,934 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $999,566.

    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).