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ENVESTNET ASSET MANAGEMENT INC: IYZ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 49,253 IYZ 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 49,253 shares
    Change vs previous 13F +31,027 shares

    <0.01% of the 13F portfolio, value $2,083,903.

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

    • ENVESTNET ASSET MANAGEMENT INC: 42,458 shares
    • Envestnet Portfolio Solutions, Inc.: 6,795 shares
  2. period ended2026-03-31
    13F 18,226 shares
    Change vs previous 13F -52,249 shares

    <0.01% of the 13F portfolio, value $716,660.

    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 70,475 shares
    Change vs previous 13F -3,289 shares

    <0.01% of the 13F portfolio, value $2,389,097.

    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 73,764 shares
    Change vs previous 13F +49,758 shares

    <0.01% of the 13F portfolio, value $2,379,628.

    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 24,006 shares
    Change vs previous 13F -74,157 shares

    <0.01% of the 13F portfolio, value $714,886.

    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 98,163 shares
    Change vs previous 13F -3,417 shares

    <0.01% of the 13F portfolio, value $2,688,687.

    13F-HR 0001214659-25-006567 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).

  7. period ended2024-12-31
    13F 101,580 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,725,389.

    13F-HR 0001214659-25-002500 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).