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ENVESTNET ASSET MANAGEMENT INC: IVLU position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 795,058 IVLU 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 795,058 shares
    Change vs previous 13F -4,505 shares

    0.01% of the 13F portfolio, value $33,249,340.

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

    • ENVESTNET ASSET MANAGEMENT INC: 777,057 shares
    • Envestnet Portfolio Solutions, Inc.: 18,001 shares
  2. period ended2026-03-31
    13F 799,563 shares
    Change vs previous 13F +281,004 shares

    0.01% of the 13F portfolio, value $31,726,640.

    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: 782,159 shares
    • Envestnet Portfolio Solutions, Inc.: 17,404 shares

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

  3. period ended2025-12-31
    13F 518,559 shares
    Change vs previous 13F -85,960 shares

    0.01% of the 13F portfolio, value $19,731,160.

    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: 503,895 shares
    • Envestnet Portfolio Solutions, Inc.: 14,664 shares

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

  4. period ended2025-09-30
    13F 604,519 shares
    Change vs previous 13F -3,698,570 shares

    0.01% of the 13F portfolio, value $21,448,334.

    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: 594,307 shares
    • Envestnet Portfolio Solutions, Inc.: 10,212 shares

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

  5. period ended2025-06-30
    13F 4,303,089 shares
    Change vs previous 13F -19,856 shares

    0.04% of the 13F portfolio, value $141,528,618.

    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: 4,292,836 shares
    • Envestnet Portfolio Solutions, Inc.: 10,253 shares

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

  6. period ended2025-03-31
    13F 4,322,945 shares
    Change vs previous 13F -1,045,908 shares

    0.04% of the 13F portfolio, value $131,028,459.

    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: 4,313,899 shares
    • Envestnet Portfolio Solutions, Inc.: 9,046 shares

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

  7. period ended2024-12-31
    13F 5,368,853 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $145,549,595.

    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: 5,219,190 shares
    • Envestnet Portfolio Solutions, Inc.: 149,663 shares

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