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ENVESTNET ASSET MANAGEMENT INC: IEX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 74,942 IEX 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 74,942 shares
    Change vs previous 13F +976 shares

    <0.01% of the 13F portfolio, value $17,008,090.

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

    • ENVESTNET ASSET MANAGEMENT INC: 69,021 shares
    • Envestnet Portfolio Solutions, Inc.: 5,921 shares
  2. period ended2026-03-31
    13F 73,966 shares
    Change vs previous 13F +40,152 shares

    <0.01% of the 13F portfolio, value $14,020,203.

    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 33,814 shares
    Change vs previous 13F -38,956 shares

    <0.01% of the 13F portfolio, value $6,016,792.

    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 72,770 shares
    Change vs previous 13F -29,556 shares

    <0.01% of the 13F portfolio, value $11,844,017.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 72,770 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 102,326 shares
    Change vs previous 13F +13,123 shares

    <0.01% of the 13F portfolio, value $17,965,485.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 101,019 shares
    • Envestnet Portfolio Solutions, Inc.: 1,307 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,203 shares
    Change vs previous 13F -26,227 shares

    <0.01% of the 13F portfolio, value $16,143,053.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 87,725 shares
    • Envestnet Portfolio Solutions, Inc.: 1,478 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 115,430 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,158,365.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 111,768 shares
    • Envestnet Portfolio Solutions, Inc.: 3,662 shares

    Acceptance time not in the bulk data set (spec §4.2).