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ENVESTNET ASSET MANAGEMENT INC: FISR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 6,102,633 FISR 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 6,102,633 shares
    Change vs previous 13F -539,862 shares

    0.04% of the 13F portfolio, value $156,532,537.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,608,300 shares
    • Envestnet Portfolio Solutions, Inc.: 3,494,333 shares
  2. period ended2026-03-31
    13F 6,642,495 shares
    Change vs previous 13F +2,146,535 shares

    0.04% of the 13F portfolio, value $170,844,976.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,920,541 shares
    • Envestnet Portfolio Solutions, Inc.: 3,721,954 shares

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

  3. period ended2025-12-31
    13F 4,495,960 shares
    Change vs previous 13F +1,389,831 shares

    0.03% of the 13F portfolio, value $116,490,314.

    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: 1,849,439 shares
    • Envestnet Portfolio Solutions, Inc.: 2,646,521 shares

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

  4. period ended2025-09-30
    13F 3,106,129 shares
    Change vs previous 13F -2,748,946 shares

    0.02% of the 13F portfolio, value $80,930,179.

    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: 1,328,799 shares
    • Envestnet Portfolio Solutions, Inc.: 1,777,330 shares

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

  5. period ended2025-06-30
    13F 5,855,075 shares
    Change vs previous 13F +1,645,000 shares

    0.04% of the 13F portfolio, value $151,295,130.

    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: 2,354,254 shares
    • Envestnet Portfolio Solutions, Inc.: 3,500,821 shares

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

  6. period ended2025-03-31
    13F 4,210,075 shares
    Change vs previous 13F +126,211 shares

    0.03% of the 13F portfolio, value $108,956,734.

    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: 1,733,233 shares
    • Envestnet Portfolio Solutions, Inc.: 2,476,842 shares

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

  7. period ended2024-12-31
    13F 4,083,864 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $103,568,830.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,572,827 shares
    • Envestnet Portfolio Solutions, Inc.: 2,511,037 shares

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