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ENVESTNET ASSET MANAGEMENT INC: MKTX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 11,597 MKTX 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 11,597 shares
    Change vs previous 13F -3,689 shares

    <0.01% of the 13F portfolio, value $1,316,198.

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

  2. period ended2026-03-31
    13F 15,286 shares
    Change vs previous 13F +12,839 shares

    <0.01% of the 13F portfolio, value $2,521,834.

    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 2,447 shares
    Change vs previous 13F -52,328 shares

    <0.01% of the 13F portfolio, value $443,526.

    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: 2,447 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  4. period ended2025-09-30
    13F 54,775 shares
    Change vs previous 13F -40,902 shares

    <0.01% of the 13F portfolio, value $9,544,565.

    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: 23,298 shares
    • Envestnet Portfolio Solutions, Inc.: 31,477 shares

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

  5. period ended2025-06-30
    13F 95,677 shares
    Change vs previous 13F +14,135 shares

    0.01% of the 13F portfolio, value $21,368,509.

    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: 61,657 shares
    • Envestnet Portfolio Solutions, Inc.: 34,020 shares

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

  6. period ended2025-03-31
    13F 81,542 shares
    Change vs previous 13F -143,834 shares

    0.01% of the 13F portfolio, value $17,641,676.

    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: 58,116 shares
    • Envestnet Portfolio Solutions, Inc.: 23,426 shares

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

  7. period ended2024-12-31
    13F 225,376 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $50,943,986.

    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: 203,930 shares
    • Envestnet Portfolio Solutions, Inc.: 21,446 shares

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