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ENVESTNET ASSET MANAGEMENT INC: IUSB position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 196,949,052 IUSB 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 196,949,052 shares
    Change vs previous 13F +51,330,500 shares

    2.04% of the 13F portfolio, value $9,089,192,714.

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

    • ENVESTNET ASSET MANAGEMENT INC: 180,011,754 shares
    • Envestnet Portfolio Solutions, Inc.: 16,937,298 shares
  2. period ended2026-03-31
    13F 145,618,552 shares
    Change vs previous 13F +14,058,752 shares

    1.72% of the 13F portfolio, value $6,726,120,943.

    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: 133,081,202 shares
    • Envestnet Portfolio Solutions, Inc.: 12,537,350 shares

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

  3. period ended2025-12-31
    13F 131,559,800 shares
    Change vs previous 13F -3,768,609 shares

    1.67% of the 13F portfolio, value $6,122,793,086.

    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: 119,092,213 shares
    • Envestnet Portfolio Solutions, Inc.: 12,467,587 shares

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

  4. period ended2025-09-30
    13F 135,328,409 shares
    Change vs previous 13F -13,818,649 shares

    1.69% of the 13F portfolio, value $6,321,189,993.

    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: 123,224,571 shares
    • Envestnet Portfolio Solutions, Inc.: 12,103,838 shares

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

  5. period ended2025-06-30
    13F 149,147,058 shares
    Change vs previous 13F -9,191,281 shares

    1.86% of the 13F portfolio, value $6,895,068,520.

    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: 135,102,602 shares
    • Envestnet Portfolio Solutions, Inc.: 14,044,456 shares

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

  6. period ended2025-03-31
    13F 158,338,339 shares
    Change vs previous 13F -4,218,767 shares

    2.17% of the 13F portfolio, value $7,296,230,660.

    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: 142,166,292 shares
    • Envestnet Portfolio Solutions, Inc.: 16,172,047 shares

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

  7. period ended2024-12-31
    13F 162,557,106 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $7,347,581,224.

    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: 141,114,590 shares
    • Envestnet Portfolio Solutions, Inc.: 21,442,516 shares

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