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ENVESTNET ASSET MANAGEMENT INC: JVAL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 39,952 JVAL 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 39,952 shares
    Change vs previous 13F -21,894 shares

    <0.01% of the 13F portfolio, value $2,342,812.

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

    • ENVESTNET ASSET MANAGEMENT INC: 18,605 shares
    • Envestnet Portfolio Solutions, Inc.: 21,347 shares
  2. period ended2026-03-31
    13F 61,846 shares
    Change vs previous 13F +5,495 shares

    <0.01% of the 13F portfolio, value $3,021,808.

    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: 16,681 shares
    • Envestnet Portfolio Solutions, Inc.: 45,165 shares

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

  3. period ended2025-12-31
    13F 56,351 shares
    Change vs previous 13F -475 shares

    <0.01% of the 13F portfolio, value $2,765,709.

    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: 8,562 shares
    • Envestnet Portfolio Solutions, Inc.: 47,789 shares

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

  4. period ended2025-09-30
    13F 56,826 shares
    Change vs previous 13F +1,227 shares

    <0.01% of the 13F portfolio, value $2,699,259.

    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: 8,845 shares
    • Envestnet Portfolio Solutions, Inc.: 47,981 shares

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

  5. period ended2025-06-30
    13F 55,599 shares
    Change vs previous 13F -11,378 shares

    <0.01% of the 13F portfolio, value $2,459,173.

    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: 7,234 shares
    • Envestnet Portfolio Solutions, Inc.: 48,365 shares

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

  6. period ended2025-03-31
    13F 66,977 shares
    Change vs previous 13F +85 shares

    <0.01% of the 13F portfolio, value $2,774,222.

    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: 12,020 shares
    • Envestnet Portfolio Solutions, Inc.: 54,957 shares

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

  7. period ended2024-12-31
    13F 66,892 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,889,746.

    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: 10,473 shares
    • Envestnet Portfolio Solutions, Inc.: 56,419 shares

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