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ENVESTNET ASSET MANAGEMENT INC: OAIM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 148,713 OAIM 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 148,713 shares
    Change vs previous 13F +29,254 shares

    <0.01% of the 13F portfolio, value $7,112,927.

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

  2. period ended2026-03-31
    13F 119,459 shares
    Change vs previous 13F +26,427 shares

    <0.01% of the 13F portfolio, value $5,143,532.

    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 93,032 shares
    Change vs previous 13F +24,747 shares

    <0.01% of the 13F portfolio, value $3,850,596.

    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 68,285 shares
    Change vs previous 13F +41,140 shares

    <0.01% of the 13F portfolio, value $2,746,432.

    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 27,145 shares
    Change vs previous 13F +5,195 shares

    <0.01% of the 13F portfolio, value $1,036,664.

    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 21,950 shares
    Change vs previous 13F +3,657 shares

    <0.01% of the 13F portfolio, value $733,557.

    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 18,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $587,617.

    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).