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ENVESTNET ASSET MANAGEMENT INC: LPLA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 293,577 LPLA 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 293,577 shares
    Change vs previous 13F -46,471 shares

    0.02% of the 13F portfolio, value $82,694,621.

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

    • ENVESTNET ASSET MANAGEMENT INC: 290,125 shares
    • Envestnet Portfolio Solutions, Inc.: 3,452 shares
  2. period ended2026-03-31
    13F 340,048 shares
    Change vs previous 13F -19,468 shares

    0.03% of the 13F portfolio, value $102,296,606.

    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: 336,764 shares
    • Envestnet Portfolio Solutions, Inc.: 3,284 shares

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

  3. period ended2025-12-31
    13F 359,516 shares
    Change vs previous 13F -45,356 shares

    0.04% of the 13F portfolio, value $128,408,322.

    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: 352,940 shares
    • Envestnet Portfolio Solutions, Inc.: 6,576 shares

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

  4. period ended2025-09-30
    13F 404,872 shares
    Change vs previous 13F -15,910 shares

    0.04% of the 13F portfolio, value $134,696,907.

    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: 397,355 shares
    • Envestnet Portfolio Solutions, Inc.: 7,517 shares

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

  5. period ended2025-06-30
    13F 420,782 shares
    Change vs previous 13F +28,085 shares

    0.04% of the 13F portfolio, value $157,780,516.

    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: 412,678 shares
    • Envestnet Portfolio Solutions, Inc.: 8,104 shares

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

  6. period ended2025-03-31
    13F 392,697 shares
    Change vs previous 13F +46,971 shares

    0.04% of the 13F portfolio, value $128,466,995.

    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: 384,482 shares
    • Envestnet Portfolio Solutions, Inc.: 8,215 shares

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

  7. period ended2024-12-31
    13F 345,726 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $112,883,076.

    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: 333,924 shares
    • Envestnet Portfolio Solutions, Inc.: 11,802 shares

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