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ENVESTNET ASSET MANAGEMENT INC: IQDF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 606,604 IQDF 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 606,604 shares
    Change vs previous 13F +27,609 shares

    <0.01% of the 13F portfolio, value $20,964,238.

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

  2. period ended2026-03-31
    13F 578,995 shares
    Change vs previous 13F +17,953 shares

    <0.01% of the 13F portfolio, value $18,336,769.

    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 561,042 shares
    Change vs previous 13F +9,780 shares

    0.01% of the 13F portfolio, value $17,055,684.

    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 551,262 shares
    Change vs previous 13F +27,250 shares

    <0.01% of the 13F portfolio, value $15,730,263.

    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 524,012 shares
    Change vs previous 13F -31,020 shares

    <0.01% of the 13F portfolio, value $14,200,722.

    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 555,032 shares
    Change vs previous 13F +48,313 shares

    <0.01% of the 13F portfolio, value $13,836,946.

    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 506,719 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,791,341.

    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).