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ENVESTNET ASSET MANAGEMENT INC: IBDT position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 368,353 IBDT 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 368,353 shares
    Change vs previous 13F +76,972 shares

    <0.01% of the 13F portfolio, value $9,300,909.

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

  2. period ended2026-03-31
    13F 291,381 shares
    Change vs previous 13F +171,190 shares

    <0.01% of the 13F portfolio, value $7,380,680.

    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 120,191 shares
    Change vs previous 13F -100,398 shares

    <0.01% of the 13F portfolio, value $3,059,470.

    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 220,589 shares
    Change vs previous 13F -2,105,626 shares

    <0.01% of the 13F portfolio, value $5,629,423.

    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 2,326,215 shares
    Change vs previous 13F +109,407 shares

    0.02% of the 13F portfolio, value $59,132,377.

    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 2,216,808 shares
    Change vs previous 13F +70,032 shares

    0.02% of the 13F portfolio, value $55,996,569.

    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 2,146,776 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $53,454,722.

    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).