ENVESTNET ASSET MANAGEMENT INC: IWR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 4,645,984 IWR 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 4,645,984 shares
Change vs previous 13F +17,783 shares
0.12% of the 13F portfolio, value $512,533,695.
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: 4,500,690 shares
- Envestnet Portfolio Solutions, Inc.: 145,294 shares
period ended2026-03-31
13F 4,628,201 shares
Change vs previous 13F -295,777 shares
0.11% of the 13F portfolio, value $449,999,949.
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: 4,471,361 shares
- Envestnet Portfolio Solutions, Inc.: 156,840 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,923,978 shares
Change vs previous 13F +573,434 shares
0.13% of the 13F portfolio, value $474,031,419.
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: 4,598,654 shares
- Envestnet Portfolio Solutions, Inc.: 325,324 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,350,544 shares
Change vs previous 13F -14,707 shares
0.11% of the 13F portfolio, value $420,045,065.
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: 4,039,043 shares
- Envestnet Portfolio Solutions, Inc.: 311,501 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,365,251 shares
Change vs previous 13F -3,911,309 shares
0.11% of the 13F portfolio, value $401,472,150.
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: 4,053,740 shares
- Envestnet Portfolio Solutions, Inc.: 311,511 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,276,560 shares
Change vs previous 13F +12,642 shares
0.21% of the 13F portfolio, value $704,086,882.
13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 4,132,328 shares
- Envestnet Portfolio Solutions, Inc.: 4,144,232 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,263,918 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $730,530,429.
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: 4,192,442 shares
- Envestnet Portfolio Solutions, Inc.: 4,071,476 shares
Acceptance time not in the bulk data set (spec §4.2).