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ENVESTNET ASSET MANAGEMENT INC: MTN position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 62,380 MTN 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 62,380 shares
    Change vs previous 13F +434 shares

    <0.01% of the 13F portfolio, value $8,425,002.

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

    • ENVESTNET ASSET MANAGEMENT INC: 57,422 shares
    • Envestnet Portfolio Solutions, Inc.: 4,958 shares
  2. period ended2026-03-31
    13F 61,946 shares
    Change vs previous 13F +9,554 shares

    <0.01% of the 13F portfolio, value $7,948,969.

    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: 56,898 shares
    • Envestnet Portfolio Solutions, Inc.: 5,048 shares

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

  3. period ended2025-12-31
    13F 52,392 shares
    Change vs previous 13F -4,960 shares

    <0.01% of the 13F portfolio, value $6,957,678.

    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 57,352 shares
    Change vs previous 13F -24,768 shares

    <0.01% of the 13F portfolio, value $8,578,074.

    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: 57,352 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  5. period ended2025-06-30
    13F 82,120 shares
    Change vs previous 13F -29,507 shares

    <0.01% of the 13F portfolio, value $12,903,546.

    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: 80,343 shares
    • Envestnet Portfolio Solutions, Inc.: 1,777 shares

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

  6. period ended2025-03-31
    13F 111,627 shares
    Change vs previous 13F -31,849 shares

    0.01% of the 13F portfolio, value $17,862,509.

    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: 109,560 shares
    • Envestnet Portfolio Solutions, Inc.: 2,067 shares

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

  7. period ended2024-12-31
    13F 143,476 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,894,656.

    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: 140,584 shares
    • Envestnet Portfolio Solutions, Inc.: 2,892 shares

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