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ENVESTNET ASSET MANAGEMENT INC: IAI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 23,348 IAI 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 23,348 shares
    Change vs previous 13F -524 shares

    <0.01% of the 13F portfolio, value $4,093,598.

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

  2. period ended2026-03-31
    13F 23,872 shares
    Change vs previous 13F +7,612 shares

    <0.01% of the 13F portfolio, value $3,919,300.

    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 16,260 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $2,916,475.

    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 16,216 shares
    Change vs previous 13F -89,505 shares

    <0.01% of the 13F portfolio, value $2,868,353.

    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: 16,216 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  5. period ended2025-06-30
    13F 105,721 shares
    Change vs previous 13F -28,418 shares

    <0.01% of the 13F portfolio, value $17,881,592.

    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: 103,508 shares
    • Envestnet Portfolio Solutions, Inc.: 2,213 shares

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

  6. period ended2025-03-31
    13F 134,139 shares
    Change vs previous 13F -1,068,138 shares

    0.01% of the 13F portfolio, value $18,794,216.

    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: 128,535 shares
    • Envestnet Portfolio Solutions, Inc.: 5,604 shares

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

  7. period ended2024-12-31
    13F 1,202,277 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $173,248,171.

    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: 1,195,232 shares
    • Envestnet Portfolio Solutions, Inc.: 7,045 shares

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