ENVESTNET ASSET MANAGEMENT INC: IWO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,098,106 IWO shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 1,098,106 shares
Change vs previous 13F -17,470 shares
0.1% of the 13F portfolio, value $432,610,006.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,080,233 shares
- Envestnet Portfolio Solutions, Inc.: 17,873 shares
period ended2026-03-31
13F 1,115,576 shares
Change vs previous 13F -26,451 shares
0.09% of the 13F portfolio, value $350,078,987.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,096,991 shares
- Envestnet Portfolio Solutions, Inc.: 18,585 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,142,027 shares
Change vs previous 13F +57,776 shares
0.1% of the 13F portfolio, value $368,885,873.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,121,692 shares
- Envestnet Portfolio Solutions, Inc.: 20,335 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,084,251 shares
Change vs previous 13F +15,215 shares
0.09% of the 13F portfolio, value $347,003,576.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,067,852 shares
- Envestnet Portfolio Solutions, Inc.: 16,399 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,069,036 shares
Change vs previous 13F -28,661 shares
0.08% of the 13F portfolio, value $305,594,499.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,052,762 shares
- Envestnet Portfolio Solutions, Inc.: 16,274 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,097,697 shares
Change vs previous 13F -12,688 shares
0.08% of the 13F portfolio, value $280,494,757.
13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,081,092 shares
- Envestnet Portfolio Solutions, Inc.: 16,605 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,110,385 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $319,591,122.
13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,104,237 shares
- Envestnet Portfolio Solutions, Inc.: 6,148 shares
Acceptance time not in the bulk data set (spec §4.2).