Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: IVR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 88,421 IVR 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 88,421 shares
    Change vs previous 13F +69,137 shares

    <0.01% of the 13F portfolio, value $698,528.

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

  2. period ended2026-03-31
    13F 19,284 shares
    Change vs previous 13F +2,310 shares

    <0.01% of the 13F portfolio, value $155,817.

    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 16,974 shares
    Change vs previous 13F -5,596 shares

    <0.01% of the 13F portfolio, value $142,748.

    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 22,570 shares
    Change vs previous 13F +473 shares

    <0.01% of the 13F portfolio, value $170,626.

    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 22,097 shares
    Change vs previous 13F +8,553 shares

    <0.01% of the 13F portfolio, value $173,241.

    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 13,544 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $106,859.

    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 13,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $108,349.

    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).