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ENVESTNET ASSET MANAGEMENT INC: FDS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 92,107 FDS 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 92,107 shares
    Change vs previous 13F +815 shares

    <0.01% of the 13F portfolio, value $21,191,886.

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

  2. period ended2026-03-31
    13F 91,292 shares
    Change vs previous 13F +30,170 shares

    0.01% of the 13F portfolio, value $19,809,454.

    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: 91,292 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 61,122 shares
    Change vs previous 13F -31,615 shares

    <0.01% of the 13F portfolio, value $17,736,967.

    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: 59,460 shares
    • Envestnet Portfolio Solutions, Inc.: 1,662 shares

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

  4. period ended2025-09-30
    13F 92,737 shares
    Change vs previous 13F -3,352 shares

    0.01% of the 13F portfolio, value $26,568,206.

    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: 90,362 shares
    • Envestnet Portfolio Solutions, Inc.: 2,375 shares

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

  5. period ended2025-06-30
    13F 96,089 shares
    Change vs previous 13F -5,451 shares

    0.01% of the 13F portfolio, value $42,978,612.

    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: 93,657 shares
    • Envestnet Portfolio Solutions, Inc.: 2,432 shares

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

  6. period ended2025-03-31
    13F 101,540 shares
    Change vs previous 13F -23,068 shares

    0.01% of the 13F portfolio, value $46,164,313.

    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: 99,270 shares
    • Envestnet Portfolio Solutions, Inc.: 2,270 shares

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

  7. period ended2024-12-31
    13F 124,608 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $59,846,469.

    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: 121,115 shares
    • Envestnet Portfolio Solutions, Inc.: 3,493 shares

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