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ENVESTNET ASSET MANAGEMENT INC: IBTG position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,411,233 IBTG 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 1,411,233 shares
    Change vs previous 13F +46,196 shares

    0.01% of the 13F portfolio, value $32,303,120.

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

  2. period ended2026-03-31
    13F 1,365,037 shares
    Change vs previous 13F +1,156,422 shares

    0.01% of the 13F portfolio, value $31,279,832.

    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 208,615 shares
    Change vs previous 13F -790,035 shares

    <0.01% of the 13F portfolio, value $4,772,076.

    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 998,650 shares
    Change vs previous 13F -129,936 shares

    0.01% of the 13F portfolio, value $22,919,009.

    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 1,128,586 shares
    Change vs previous 13F +250,224 shares

    0.01% of the 13F portfolio, value $25,878,466.

    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 878,362 shares
    Change vs previous 13F +216,611 shares

    0.01% of the 13F portfolio, value $20,149,628.

    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 661,751 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,094,544.

    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).