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ENVESTNET ASSET MANAGEMENT INC: IBKR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 968,943 IBKR 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 968,943 shares
    Change vs previous 13F -117,161 shares

    0.02% of the 13F portfolio, value $84,336,044.

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

    • ENVESTNET ASSET MANAGEMENT INC: 937,891 shares
    • Envestnet Portfolio Solutions, Inc.: 31,052 shares
  2. period ended2026-03-31
    13F 1,086,104 shares
    Change vs previous 13F +156,414 shares

    0.02% of the 13F portfolio, value $72,844,987.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,063,175 shares
    • Envestnet Portfolio Solutions, Inc.: 22,929 shares

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

  3. period ended2025-12-31
    13F 929,690 shares
    Change vs previous 13F -114,880 shares

    0.02% of the 13F portfolio, value $59,788,408.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 915,497 shares
    • Envestnet Portfolio Solutions, Inc.: 14,193 shares

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

  4. period ended2025-09-30
    13F 1,044,570 shares
    Change vs previous 13F -15,256 shares

    0.02% of the 13F portfolio, value $71,876,866.

    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: 999,457 shares
    • Envestnet Portfolio Solutions, Inc.: 45,113 shares

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

  5. period ended2025-06-30
    13F 1,059,826 shares
    Change vs previous 13F +743,867 shares

    0.02% of the 13F portfolio, value $58,724,961.

    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: 1,005,043 shares
    • Envestnet Portfolio Solutions, Inc.: 54,783 shares

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

  6. period ended2025-03-31
    13F 315,959 shares
    Change vs previous 13F -26,330 shares

    0.02% of the 13F portfolio, value $52,319,597.

    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: 307,261 shares
    • Envestnet Portfolio Solutions, Inc.: 8,698 shares

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

  7. period ended2024-12-31
    13F 342,289 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $60,472,111.

    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: 330,616 shares
    • Envestnet Portfolio Solutions, Inc.: 11,673 shares

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