ENVESTNET ASSET MANAGEMENT INC: IDA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 215,408 IDA shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 215,408 shares
Change vs previous 13F -4,365 shares
0.01% of the 13F portfolio, value $32,591,294.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC
- ENVESTNET ASSET MANAGEMENT INC: 215,408 shares
- Envestnet Portfolio Solutions, Inc.: 0 shares
period ended2026-03-31
13F 219,773 shares
Change vs previous 13F +16,867 shares
0.01% of the 13F portfolio, value $31,421,054.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ENVESTNET ASSET MANAGEMENT INC: 218,263 shares
- Envestnet Portfolio Solutions, Inc.: 1,510 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 202,906 shares
Change vs previous 13F -11,720 shares
0.01% of the 13F portfolio, value $25,679,734.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ENVESTNET ASSET MANAGEMENT INC: 199,748 shares
- Envestnet Portfolio Solutions, Inc.: 3,158 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 214,626 shares
Change vs previous 13F +25,652 shares
0.01% of the 13F portfolio, value $28,362,825.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ENVESTNET ASSET MANAGEMENT INC: 211,354 shares
- Envestnet Portfolio Solutions, Inc.: 3,272 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 188,974 shares
Change vs previous 13F +12,592 shares
0.01% of the 13F portfolio, value $21,817,046.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ENVESTNET ASSET MANAGEMENT INC: 185,762 shares
- Envestnet Portfolio Solutions, Inc.: 3,212 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 176,382 shares
Change vs previous 13F +3,236 shares
0.01% of the 13F portfolio, value $20,499,137.
13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 171,617 shares
- Envestnet Portfolio Solutions, Inc.: 4,765 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 173,146 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $18,921,459.
13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ENVESTNET ASSET MANAGEMENT INC: 167,505 shares
- Envestnet Portfolio Solutions, Inc.: 5,641 shares
Acceptance time not in the bulk data set (spec §4.2).