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ENVESTNET ASSET MANAGEMENT INC: INCM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 149,991 INCM 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 149,991 shares
    Change vs previous 13F +74,046 shares

    <0.01% of the 13F portfolio, value $4,327,979.

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

    • ENVESTNET ASSET MANAGEMENT INC: 111,839 shares
    • Envestnet Portfolio Solutions, Inc.: 38,152 shares
  2. period ended2026-03-31
    13F 75,945 shares
    Change vs previous 13F +32,312 shares

    <0.01% of the 13F portfolio, value $2,183,406.

    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 43,633 shares
    Change vs previous 13F +11,768 shares

    <0.01% of the 13F portfolio, value $1,223,461.

    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 31,865 shares
    Change vs previous 13F +8,137 shares

    <0.01% of the 13F portfolio, value $883,927.

    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 23,728 shares
    Change vs previous 13F -95,488 shares

    <0.01% of the 13F portfolio, value $641,845.

    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 119,216 shares
    Change vs previous 13F +1,505 shares

    <0.01% of the 13F portfolio, value $3,174,719.

    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 117,711 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,072,264.

    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).