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ENVESTNET ASSET MANAGEMENT INC: IBTH position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,024,159 IBTH 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 2,024,159 shares
    Change vs previous 13F +123,089 shares

    0.01% of the 13F portfolio, value $45,280,435.

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

  2. period ended2026-03-31
    13F 1,901,070 shares
    Change vs previous 13F +1,263,050 shares

    0.01% of the 13F portfolio, value $42,640,990.

    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 638,020 shares
    Change vs previous 13F -727,544 shares

    <0.01% of the 13F portfolio, value $14,336,316.

    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 1,365,564 shares
    Change vs previous 13F -90,440 shares

    0.01% of the 13F portfolio, value $30,752,500.

    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 1,456,004 shares
    Change vs previous 13F +280,888 shares

    0.01% of the 13F portfolio, value $32,745,538.

    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 1,175,116 shares
    Change vs previous 13F +140,746 shares

    0.01% of the 13F portfolio, value $26,346,094.

    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 1,034,370 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,959,602.

    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).