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ENVESTNET ASSET MANAGEMENT INC: IBDV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 464,538 IBDV 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 464,538 shares
    Change vs previous 13F +77,772 shares

    <0.01% of the 13F portfolio, value $10,126,934.

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

  2. period ended2026-03-31
    13F 386,766 shares
    Change vs previous 13F +181,930 shares

    <0.01% of the 13F portfolio, value $8,466,301.

    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 204,836 shares
    Change vs previous 13F -102,498 shares

    <0.01% of the 13F portfolio, value $4,520,734.

    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 307,334 shares
    Change vs previous 13F -2,290,110 shares

    <0.01% of the 13F portfolio, value $6,807,445.

    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 2,597,444 shares
    Change vs previous 13F +2,251,694 shares

    0.02% of the 13F portfolio, value $57,091,809.

    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 345,750 shares
    Change vs previous 13F -203,051 shares

    <0.01% of the 13F portfolio, value $7,509,700.

    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 548,801 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,722,389.

    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).