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ENVESTNET ASSET MANAGEMENT INC: IWS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 3,360,744 IWS 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 3,360,744 shares
    Change vs previous 13F -362,912 shares

    0.12% of the 13F portfolio, value $553,178,358.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 838,328 shares
    • Envestnet Portfolio Solutions, Inc.: 2,522,416 shares
  2. period ended2026-03-31
    13F 3,723,656 shares
    Change vs previous 13F -139,654 shares

    0.14% of the 13F portfolio, value $542,685,645.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 941,353 shares
    • Envestnet Portfolio Solutions, Inc.: 2,782,303 shares

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

  3. period ended2025-12-31
    13F 3,863,310 shares
    Change vs previous 13F +182,775 shares

    0.15% of the 13F portfolio, value $544,919,793.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,006,776 shares
    • Envestnet Portfolio Solutions, Inc.: 2,856,534 shares

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

  4. period ended2025-09-30
    13F 3,680,535 shares
    Change vs previous 13F +69,118 shares

    0.14% of the 13F portfolio, value $514,060,334.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 857,248 shares
    • Envestnet Portfolio Solutions, Inc.: 2,823,287 shares

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

  5. period ended2025-06-30
    13F 3,611,417 shares
    Change vs previous 13F -1,035,791 shares

    0.13% of the 13F portfolio, value $477,212,608.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 836,341 shares
    • Envestnet Portfolio Solutions, Inc.: 2,775,076 shares

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

  6. period ended2025-03-31
    13F 4,647,208 shares
    Change vs previous 13F -9,774 shares

    0.17% of the 13F portfolio, value $585,408,845.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 702,523 shares
    • Envestnet Portfolio Solutions, Inc.: 3,944,685 shares

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

  7. period ended2024-12-31
    13F 4,656,982 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $602,334,089.

    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: 772,732 shares
    • Envestnet Portfolio Solutions, Inc.: 3,884,250 shares

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