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ENVESTNET ASSET MANAGEMENT INC: MUNI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 907,254 MUNI 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 907,254 shares
    Change vs previous 13F -12,132 shares

    0.01% of the 13F portfolio, value $47,721,540.

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

    • ENVESTNET ASSET MANAGEMENT INC: 897,484 shares
    • Envestnet Portfolio Solutions, Inc.: 9,770 shares
  2. period ended2026-03-31
    13F 919,386 shares
    Change vs previous 13F +469,701 shares

    0.01% of the 13F portfolio, value $47,982,755.

    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: 909,683 shares
    • Envestnet Portfolio Solutions, Inc.: 9,703 shares

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

  3. period ended2025-12-31
    13F 449,685 shares
    Change vs previous 13F -309,331 shares

    0.01% of the 13F portfolio, value $23,567,966.

    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: 439,610 shares
    • Envestnet Portfolio Solutions, Inc.: 10,075 shares

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

  4. period ended2025-09-30
    13F 759,016 shares
    Change vs previous 13F +63,637 shares

    0.01% of the 13F portfolio, value $39,681,360.

    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: 748,950 shares
    • Envestnet Portfolio Solutions, Inc.: 10,066 shares

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

  5. period ended2025-06-30
    13F 695,379 shares
    Change vs previous 13F +296,396 shares

    0.01% of the 13F portfolio, value $35,714,666.

    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: 685,603 shares
    • Envestnet Portfolio Solutions, Inc.: 9,776 shares

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

  6. period ended2025-03-31
    13F 398,983 shares
    Change vs previous 13F +25,718 shares

    0.01% of the 13F portfolio, value $20,567,595.

    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: 390,731 shares
    • Envestnet Portfolio Solutions, Inc.: 8,252 shares

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

  7. period ended2024-12-31
    13F 373,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,308,983.

    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: 362,633 shares
    • Envestnet Portfolio Solutions, Inc.: 10,632 shares

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