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ENVESTNET ASSET MANAGEMENT INC: MORN position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 118,347 MORN 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 118,347 shares
    Change vs previous 13F +11,560 shares

    <0.01% of the 13F portfolio, value $18,464,523.

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

  2. period ended2026-03-31
    13F 106,787 shares
    Change vs previous 13F +20,814 shares

    <0.01% of the 13F portfolio, value $18,052,390.

    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 85,973 shares
    Change vs previous 13F -24,912 shares

    0.01% of the 13F portfolio, value $18,682,759.

    13F-HR 0001214659-26-001375 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).

  4. period ended2025-09-30
    13F 110,885 shares
    Change vs previous 13F +6,746 shares

    0.01% of the 13F portfolio, value $25,726,346.

    13F-HR 0001214659-25-015924 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).

  5. period ended2025-06-30
    13F 104,139 shares
    Change vs previous 13F -2,155 shares

    0.01% of the 13F portfolio, value $32,692,270.

    13F-HR 0001214659-25-011234 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).

  6. period ended2025-03-31
    13F 106,294 shares
    Change vs previous 13F +10,890 shares

    0.01% of the 13F portfolio, value $31,874,347.

    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: 106,294 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 95,404 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,128,314.

    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: 94,135 shares
    • Envestnet Portfolio Solutions, Inc.: 1,269 shares

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