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ENVESTNET ASSET MANAGEMENT INC: IBDS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 407,419 IBDS 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 407,419 shares
    Change vs previous 13F +83,758 shares

    <0.01% of the 13F portfolio, value $9,867,699.

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

  2. period ended2026-03-31
    13F 323,661 shares
    Change vs previous 13F +186,515 shares

    <0.01% of the 13F portfolio, value $7,845,542.

    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 137,146 shares
    Change vs previous 13F -120,226 shares

    <0.01% of the 13F portfolio, value $3,329,908.

    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 257,372 shares
    Change vs previous 13F -2,197,012 shares

    <0.01% of the 13F portfolio, value $6,264,444.

    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 2,454,384 shares
    Change vs previous 13F +147,062 shares

    0.02% of the 13F portfolio, value $59,567,893.

    13F-HR 0001214659-25-011234 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).

  6. period ended2025-03-31
    13F 2,307,322 shares
    Change vs previous 13F +108,788 shares

    0.02% of the 13F portfolio, value $55,791,050.

    13F-HR 0001214659-25-006567 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).

  7. period ended2024-12-31
    13F 2,198,534 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $52,676,875.

    13F-HR 0001214659-25-002500 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).