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ENVESTNET ASSET MANAGEMENT INC: IWP position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 7,219,127 IWP 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 7,219,127 shares
    Change vs previous 13F -200,994 shares

    0.24% of the 13F portfolio, value $1,056,952,371.

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

    • ENVESTNET ASSET MANAGEMENT INC: 5,866,456 shares
    • Envestnet Portfolio Solutions, Inc.: 1,352,671 shares
  2. period ended2026-03-31
    13F 7,420,121 shares
    Change vs previous 13F -468,760 shares

    0.24% of the 13F portfolio, value $950,665,924.

    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: 5,772,532 shares
    • Envestnet Portfolio Solutions, Inc.: 1,647,589 shares

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

  3. period ended2025-12-31
    13F 7,888,881 shares
    Change vs previous 13F +669,999 shares

    0.3% of the 13F portfolio, value $1,080,303,380.

    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: 6,007,797 shares
    • Envestnet Portfolio Solutions, Inc.: 1,881,084 shares

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

  4. period ended2025-09-30
    13F 7,218,882 shares
    Change vs previous 13F +3,623,649 shares

    0.27% of the 13F portfolio, value $1,028,040,924.

    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: 5,397,376 shares
    • Envestnet Portfolio Solutions, Inc.: 1,821,506 shares

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

  5. period ended2025-06-30
    13F 3,595,233 shares
    Change vs previous 13F -168,358 shares

    0.13% of the 13F portfolio, value $498,586,854.

    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: 1,990,778 shares
    • Envestnet Portfolio Solutions, Inc.: 1,604,455 shares

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

  6. period ended2025-03-31
    13F 3,763,591 shares
    Change vs previous 13F +261,019 shares

    0.13% of the 13F portfolio, value $442,184,330.

    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: 1,929,629 shares
    • Envestnet Portfolio Solutions, Inc.: 1,833,962 shares

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

  7. period ended2024-12-31
    13F 3,502,572 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $443,951,064.

    13F-HR 0001214659-25-002329 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,621,098 shares
    • Envestnet Portfolio Solutions, Inc.: 1,881,474 shares

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