Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: IX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 792,072 IX 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 792,072 shares
    Change vs previous 13F +281,004 shares

    0.01% of the 13F portfolio, value $30,129,315.

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

    • ENVESTNET ASSET MANAGEMENT INC: 785,332 shares
    • Envestnet Portfolio Solutions, Inc.: 6,740 shares
  2. period ended2026-03-31
    13F 511,068 shares
    Change vs previous 13F +397,352 shares

    <0.01% of the 13F portfolio, value $15,326,924.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 113,716 shares
    Change vs previous 13F -17,793 shares

    <0.01% of the 13F portfolio, value $3,322,788.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 131,509 shares
    Change vs previous 13F -12,536 shares

    <0.01% of the 13F portfolio, value $3,435,024.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 144,045 shares
    Change vs previous 13F -4,177 shares

    <0.01% of the 13F portfolio, value $3,243,901.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 148,222 shares
    Change vs previous 13F +119,066 shares

    <0.01% of the 13F portfolio, value $3,096,354.

    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: 148,222 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 29,156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,097,242.

    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: 27,132 shares
    • Envestnet Portfolio Solutions, Inc.: 2,024 shares

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