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ENVESTNET ASSET MANAGEMENT INC: IWV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 93,596 IWV 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 93,596 shares
    Change vs previous 13F -1,915 shares

    0.01% of the 13F portfolio, value $39,909,383.

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

  2. period ended2026-03-31
    13F 95,511 shares
    Change vs previous 13F -21,265 shares

    0.01% of the 13F portfolio, value $35,404,109.

    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: 95,511 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 116,776 shares
    Change vs previous 13F +28,942 shares

    0.01% of the 13F portfolio, value $45,174,914.

    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: 113,347 shares
    • Envestnet Portfolio Solutions, Inc.: 3,429 shares

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

  4. period ended2025-09-30
    13F 87,834 shares
    Change vs previous 13F -70,070 shares

    0.01% of the 13F portfolio, value $33,283,850.

    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: 87,280 shares
    • Envestnet Portfolio Solutions, Inc.: 554 shares

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

  5. period ended2025-06-30
    13F 157,904 shares
    Change vs previous 13F +1,464 shares

    0.01% of the 13F portfolio, value $55,424,331.

    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: 150,681 shares
    • Envestnet Portfolio Solutions, Inc.: 7,223 shares

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

  6. period ended2025-03-31
    13F 156,440 shares
    Change vs previous 13F -50,919 shares

    0.01% of the 13F portfolio, value $49,691,538.

    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: 148,807 shares
    • Envestnet Portfolio Solutions, Inc.: 7,633 shares

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

  7. period ended2024-12-31
    13F 207,359 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $69,309,511.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 197,903 shares
    • Envestnet Portfolio Solutions, Inc.: 9,456 shares

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