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ENVESTNET ASSET MANAGEMENT INC: FIDI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 85,056 FIDI 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 85,056 shares
    Change vs previous 13F -4,273 shares

    <0.01% of the 13F portfolio, value $2,327,973.

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

  2. period ended2026-03-31
    13F 89,329 shares
    Change vs previous 13F +55,137 shares

    <0.01% of the 13F portfolio, value $2,465,925.

    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 34,192 shares
    Change vs previous 13F +25,090 shares

    <0.01% of the 13F portfolio, value $885,919.

    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 9,102 shares
    Change vs previous 13F +9,102 shares

    <0.01% of the 13F portfolio, value $222,711.

    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 0 shares
    Change vs previous 13F -22,508 shares

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

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

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

  6. period ended2025-03-31
    13F 22,508 shares
    Change vs previous 13F +9,625 shares

    <0.01% of the 13F portfolio, value $482,543.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 9,625 shares
    • Envestnet Portfolio Solutions, Inc.: 12,883 shares

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

  7. period ended2024-12-31
    13F 12,883 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $251,203.

    13F-HR 0001214659-25-002329 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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