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ENVESTNET ASSET MANAGEMENT INC: NAD position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 41,828 NAD 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 41,828 shares
    Change vs previous 13F +5,210 shares

    <0.01% of the 13F portfolio, value $506,955.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 14,335 shares
    • Envestnet Portfolio Solutions, Inc.: 27,493 shares
  2. period ended2026-03-31
    13F 36,618 shares
    Change vs previous 13F -606 shares

    <0.01% of the 13F portfolio, value $421,110.

    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 37,224 shares
    Change vs previous 13F -6,379 shares

    <0.01% of the 13F portfolio, value $447,432.

    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 43,603 shares
    Change vs previous 13F +5,455 shares

    <0.01% of the 13F portfolio, value $509,718.

    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 38,148 shares
    Change vs previous 13F -470,369 shares

    <0.01% of the 13F portfolio, value $430,688.

    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 508,517 shares
    Change vs previous 13F +76,182 shares

    <0.01% of the 13F portfolio, value $5,858,117.

    13F-HR 0001214659-25-006567 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).

  7. period ended2024-12-31
    13F 432,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,041,023.

    13F-HR 0001214659-25-002500 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).