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ENVESTNET ASSET MANAGEMENT INC: ISTB position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 609,935 ISTB 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 609,935 shares
    Change vs previous 13F +52,473 shares

    0.01% of the 13F portfolio, value $29,429,360.

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

  2. period ended2026-03-31
    13F 557,462 shares
    Change vs previous 13F +28,898 shares

    0.01% of the 13F portfolio, value $27,014,584.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 557,462 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 528,564 shares
    Change vs previous 13F -14,622 shares

    0.01% of the 13F portfolio, value $25,767,481.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 513,603 shares
    • Envestnet Portfolio Solutions, Inc.: 14,961 shares

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

  4. period ended2025-09-30
    13F 543,186 shares
    Change vs previous 13F -35,684 shares

    0.01% of the 13F portfolio, value $26,529,228.

    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: 534,640 shares
    • Envestnet Portfolio Solutions, Inc.: 8,546 shares

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

  5. period ended2025-06-30
    13F 578,870 shares
    Change vs previous 13F -2,549 shares

    0.01% of the 13F portfolio, value $28,162,026.

    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: 571,138 shares
    • Envestnet Portfolio Solutions, Inc.: 7,732 shares

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

  6. period ended2025-03-31
    13F 581,419 shares
    Change vs previous 13F -42,446 shares

    0.01% of the 13F portfolio, value $28,111,639.

    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: 574,754 shares
    • Envestnet Portfolio Solutions, Inc.: 6,665 shares

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

  7. period ended2024-12-31
    13F 623,865 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,802,011.

    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: 597,640 shares
    • Envestnet Portfolio Solutions, Inc.: 26,225 shares

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