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ENVESTNET ASSET MANAGEMENT INC: NPV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 125,844 NPV 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 125,844 shares
    Change vs previous 13F +894 shares

    <0.01% of the 13F portfolio, value $1,456,020.

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

  2. period ended2026-03-31
    13F 124,950 shares
    Change vs previous 13F +9,325 shares

    <0.01% of the 13F portfolio, value $1,415,689.

    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 115,625 shares
    Change vs previous 13F +15,840 shares

    <0.01% of the 13F portfolio, value $1,279,974.

    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 99,785 shares
    Change vs previous 13F +61,958 shares

    <0.01% of the 13F portfolio, value $1,157,511.

    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 37,827 shares
    Change vs previous 13F +2,585 shares

    <0.01% of the 13F portfolio, value $425,934.

    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 35,242 shares
    Change vs previous 13F +24,046 shares

    <0.01% of the 13F portfolio, value $420,791.

    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 11,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $141,624.

    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).