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ENVESTNET ASSET MANAGEMENT INC: IBDY position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 128,608 IBDY 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 128,608 shares
    Change vs previous 13F -5,466 shares

    <0.01% of the 13F portfolio, value $3,311,004.

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

  2. period ended2026-03-31
    13F 134,074 shares
    Change vs previous 13F +61,617 shares

    <0.01% of the 13F portfolio, value $3,465,808.

    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 72,457 shares
    Change vs previous 13F -46,860 shares

    <0.01% of the 13F portfolio, value $1,894,025.

    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 119,317 shares
    Change vs previous 13F -36,638 shares

    <0.01% of the 13F portfolio, value $3,129,692.

    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 155,955 shares
    Change vs previous 13F +8,614 shares

    <0.01% of the 13F portfolio, value $4,040,003.

    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 147,341 shares
    Change vs previous 13F +23,170 shares

    <0.01% of the 13F portfolio, value $3,766,040.

    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 124,171 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,116,680.

    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).