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ENVESTNET ASSET MANAGEMENT INC: MOAT position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 486,138 MOAT 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 486,138 shares
    Change vs previous 13F -86,209 shares

    0.01% of the 13F portfolio, value $50,538,808.

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

    • ENVESTNET ASSET MANAGEMENT INC: 465,552 shares
    • Envestnet Portfolio Solutions, Inc.: 20,586 shares
  2. period ended2026-03-31
    13F 572,347 shares
    Change vs previous 13F +59,584 shares

    0.01% of the 13F portfolio, value $55,345,885.

    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: 552,588 shares
    • Envestnet Portfolio Solutions, Inc.: 19,759 shares

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

  3. period ended2025-12-31
    13F 512,763 shares
    Change vs previous 13F -98,434 shares

    0.01% of the 13F portfolio, value $53,101,679.

    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: 493,013 shares
    • Envestnet Portfolio Solutions, Inc.: 19,750 shares

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

  4. period ended2025-09-30
    13F 611,197 shares
    Change vs previous 13F -137,174 shares

    0.02% of the 13F portfolio, value $60,575,798.

    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: 590,932 shares
    • Envestnet Portfolio Solutions, Inc.: 20,265 shares

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

  5. period ended2025-06-30
    13F 748,371 shares
    Change vs previous 13F +27,302 shares

    0.02% of the 13F portfolio, value $70,189,749.

    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: 715,951 shares
    • Envestnet Portfolio Solutions, Inc.: 32,420 shares

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

  6. period ended2025-03-31
    13F 721,069 shares
    Change vs previous 13F +53,033 shares

    0.02% of the 13F portfolio, value $63,454,069.

    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: 653,438 shares
    • Envestnet Portfolio Solutions, Inc.: 67,631 shares

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

  7. period ended2024-12-31
    13F 668,036 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $61,943,669.

    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: 597,826 shares
    • Envestnet Portfolio Solutions, Inc.: 70,210 shares

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