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ENVESTNET ASSET MANAGEMENT INC: IR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 380,836 IR 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 380,836 shares
    Change vs previous 13F +34,474 shares

    0.01% of the 13F portfolio, value $31,224,774.

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

    • ENVESTNET ASSET MANAGEMENT INC: 378,089 shares
    • Envestnet Portfolio Solutions, Inc.: 2,747 shares
  2. period ended2026-03-31
    13F 346,362 shares
    Change vs previous 13F +63,271 shares

    0.01% of the 13F portfolio, value $27,750,527.

    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 283,091 shares
    Change vs previous 13F +916 shares

    0.01% of the 13F portfolio, value $22,426,464.

    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 282,175 shares
    Change vs previous 13F +7,359 shares

    0.01% of the 13F portfolio, value $23,313,264.

    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: 282,175 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  5. period ended2025-06-30
    13F 274,816 shares
    Change vs previous 13F +12,606 shares

    0.01% of the 13F portfolio, value $22,859,223.

    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: 272,113 shares
    • Envestnet Portfolio Solutions, Inc.: 2,703 shares

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

  6. period ended2025-03-31
    13F 262,210 shares
    Change vs previous 13F -34,168 shares

    0.01% of the 13F portfolio, value $20,984,700.

    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: 259,566 shares
    • Envestnet Portfolio Solutions, Inc.: 2,644 shares

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

  7. period ended2024-12-31
    13F 296,378 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,810,402.

    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: 285,339 shares
    • Envestnet Portfolio Solutions, Inc.: 11,039 shares

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