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ENVESTNET ASSET MANAGEMENT INC: LMBS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,144,753 LMBS 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 1,144,753 shares
    Change vs previous 13F +124,706 shares

    0.01% of the 13F portfolio, value $56,985,803.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,019,474 shares
    • Envestnet Portfolio Solutions, Inc.: 125,279 shares
  2. period ended2026-03-31
    13F 1,020,047 shares
    Change vs previous 13F +57,388 shares

    0.01% of the 13F portfolio, value $50,808,505.

    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: 882,346 shares
    • Envestnet Portfolio Solutions, Inc.: 137,701 shares

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

  3. period ended2025-12-31
    13F 962,659 shares
    Change vs previous 13F -198,343 shares

    0.01% of the 13F portfolio, value $48,123,304.

    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: 819,001 shares
    • Envestnet Portfolio Solutions, Inc.: 143,658 shares

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

  4. period ended2025-09-30
    13F 1,161,002 shares
    Change vs previous 13F +39,483 shares

    0.02% of the 13F portfolio, value $57,806,254.

    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: 1,010,238 shares
    • Envestnet Portfolio Solutions, Inc.: 150,764 shares

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

  5. period ended2025-06-30
    13F 1,121,519 shares
    Change vs previous 13F +3,540 shares

    0.01% of the 13F portfolio, value $55,246,022.

    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: 970,436 shares
    • Envestnet Portfolio Solutions, Inc.: 151,083 shares

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

  6. period ended2025-03-31
    13F 1,117,979 shares
    Change vs previous 13F -35,699 shares

    0.02% of the 13F portfolio, value $54,959,837.

    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: 928,446 shares
    • Envestnet Portfolio Solutions, Inc.: 189,533 shares

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

  7. period ended2024-12-31
    13F 1,153,678 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $56,149,499.

    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: 968,474 shares
    • Envestnet Portfolio Solutions, Inc.: 185,204 shares

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