Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: IRTC position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 16,469 IRTC 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 16,469 shares
    Change vs previous 13F -15,665 shares

    <0.01% of the 13F portfolio, value $1,958,988.

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

  2. period ended2026-03-31
    13F 32,134 shares
    Change vs previous 13F +8,930 shares

    <0.01% of the 13F portfolio, value $3,792,425.

    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 23,204 shares
    Change vs previous 13F -8,040 shares

    <0.01% of the 13F portfolio, value $4,117,273.

    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 31,244 shares
    Change vs previous 13F -2,565 shares

    <0.01% of the 13F portfolio, value $5,373,613.

    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 33,809 shares
    Change vs previous 13F -2,007 shares

    <0.01% of the 13F portfolio, value $5,205,195.

    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 35,816 shares
    Change vs previous 13F +19,447 shares

    <0.01% of the 13F portfolio, value $3,749,219.

    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 16,369 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,475,993.

    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).