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ENVESTNET ASSET MANAGEMENT INC: IBTO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 655,024 IBTO 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 655,024 shares
    Change vs previous 13F +51,733 shares

    <0.01% of the 13F portfolio, value $15,806,771.

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

  2. period ended2026-03-31
    13F 603,291 shares
    Change vs previous 13F +189,586 shares

    <0.01% of the 13F portfolio, value $14,714,159.

    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 413,705 shares
    Change vs previous 13F -52,975 shares

    <0.01% of the 13F portfolio, value $10,158,515.

    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 466,680 shares
    Change vs previous 13F +58,506 shares

    <0.01% of the 13F portfolio, value $11,503,668.

    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 408,174 shares
    Change vs previous 13F +38,433 shares

    <0.01% of the 13F portfolio, value $10,004,352.

    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 369,741 shares
    Change vs previous 13F +10,675 shares

    <0.01% of the 13F portfolio, value $9,021,686.

    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 359,066 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,484,728.

    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).