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ENVESTNET ASSET MANAGEMENT INC: MTBA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,261,459 MTBA 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 2,261,459 shares
    Change vs previous 13F -252,816 shares

    0.02% of the 13F portfolio, value $110,969,808.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,250,321 shares
    • Envestnet Portfolio Solutions, Inc.: 11,138 shares
  2. period ended2026-03-31
    13F 2,514,275 shares
    Change vs previous 13F +153,343 shares

    0.03% of the 13F portfolio, value $124,356,029.

    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: 2,474,122 shares
    • Envestnet Portfolio Solutions, Inc.: 40,153 shares

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

  3. period ended2025-12-31
    13F 2,360,932 shares
    Change vs previous 13F +146,501 shares

    0.03% of the 13F portfolio, value $119,014,590.

    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: 2,271,430 shares
    • Envestnet Portfolio Solutions, Inc.: 89,502 shares

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

  4. period ended2025-09-30
    13F 2,214,431 shares
    Change vs previous 13F +157,370 shares

    0.03% of the 13F portfolio, value $111,496,619.

    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: 2,117,637 shares
    • Envestnet Portfolio Solutions, Inc.: 96,794 shares

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

  5. period ended2025-06-30
    13F 2,057,061 shares
    Change vs previous 13F +90,860 shares

    0.03% of the 13F portfolio, value $103,038,206.

    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: 1,976,092 shares
    • Envestnet Portfolio Solutions, Inc.: 80,969 shares

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

  6. period ended2025-03-31
    13F 1,966,201 shares
    Change vs previous 13F +354,154 shares

    0.03% of the 13F portfolio, value $98,585,315.

    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: 1,929,742 shares
    • Envestnet Portfolio Solutions, Inc.: 36,459 shares

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

  7. period ended2024-12-31
    13F 1,612,047 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $80,102,614.

    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: 1,582,933 shares
    • Envestnet Portfolio Solutions, Inc.: 29,114 shares

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