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ENVESTNET ASSET MANAGEMENT INC: IBTL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 892,700 IBTL 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 892,700 shares
    Change vs previous 13F +34,826 shares

    <0.01% of the 13F portfolio, value $18,023,609.

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

  2. period ended2026-03-31
    13F 857,874 shares
    Change vs previous 13F +453,263 shares

    <0.01% of the 13F portfolio, value $17,499,679.

    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 404,611 shares
    Change vs previous 13F +159,435 shares

    <0.01% of the 13F portfolio, value $8,304,638.

    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 245,176 shares
    Change vs previous 13F +85,124 shares

    <0.01% of the 13F portfolio, value $5,043,277.

    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 160,052 shares
    Change vs previous 13F +69,284 shares

    <0.01% of the 13F portfolio, value $3,281,059.

    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 90,768 shares
    Change vs previous 13F +57,774 shares

    <0.01% of the 13F portfolio, value $1,845,314.

    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 32,994 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $653,286.

    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).