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ENVESTNET ASSET MANAGEMENT INC: FSEP position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 196,805 FSEP 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 196,805 shares
    Change vs previous 13F -295,999 shares

    <0.01% of the 13F portfolio, value $10,840,019.

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

    • ENVESTNET ASSET MANAGEMENT INC: 196,805 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares
  2. period ended2026-03-31
    13F 492,804 shares
    Change vs previous 13F -19,375 shares

    0.01% of the 13F portfolio, value $24,802,801.

    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: 487,954 shares
    • Envestnet Portfolio Solutions, Inc.: 4,850 shares

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

  3. period ended2025-12-31
    13F 512,179 shares
    Change vs previous 13F -40,508 shares

    0.01% of the 13F portfolio, value $26,407,949.

    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: 506,888 shares
    • Envestnet Portfolio Solutions, Inc.: 5,291 shares

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

  4. period ended2025-09-30
    13F 552,687 shares
    Change vs previous 13F -103,248 shares

    0.01% of the 13F portfolio, value $27,932,801.

    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: 547,181 shares
    • Envestnet Portfolio Solutions, Inc.: 5,506 shares

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

  5. period ended2025-06-30
    13F 655,935 shares
    Change vs previous 13F +399,344 shares

    0.01% of the 13F portfolio, value $31,490,455.

    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: 645,003 shares
    • Envestnet Portfolio Solutions, Inc.: 10,932 shares

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

  6. period ended2025-03-31
    13F 256,591 shares
    Change vs previous 13F -243,717 shares

    <0.01% of the 13F portfolio, value $11,431,129.

    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: 256,591 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 500,308 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,861,925.

    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: 492,568 shares
    • Envestnet Portfolio Solutions, Inc.: 7,740 shares

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