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ENVESTNET ASSET MANAGEMENT INC: IVT position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 288,139 IVT 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 288,139 shares
    Change vs previous 13F +4,530 shares

    <0.01% of the 13F portfolio, value $10,200,114.

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

  2. period ended2026-03-31
    13F 283,609 shares
    Change vs previous 13F +14,662 shares

    <0.01% of the 13F portfolio, value $8,638,742.

    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 268,947 shares
    Change vs previous 13F +69,126 shares

    <0.01% of the 13F portfolio, value $7,586,990.

    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 199,821 shares
    Change vs previous 13F +57,633 shares

    <0.01% of the 13F portfolio, value $5,718,872.

    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 142,188 shares
    Change vs previous 13F -1,204 shares

    <0.01% of the 13F portfolio, value $3,895,962.

    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 143,392 shares
    Change vs previous 13F +3,741 shares

    <0.01% of the 13F portfolio, value $4,211,424.

    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 139,651 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,207,689.

    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).