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ENVESTNET ASSET MANAGEMENT INC: OPER position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 272,382 OPER 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 272,382 shares
    Change vs previous 13F +7,702 shares

    0.01% of the 13F portfolio, value $27,258,658.

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

  2. period ended2026-03-31
    13F 264,680 shares
    Change vs previous 13F +113,689 shares

    0.01% of the 13F portfolio, value $26,489,182.

    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 150,991 shares
    Change vs previous 13F -6,946 shares

    <0.01% of the 13F portfolio, value $15,103,630.

    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 157,937 shares
    Change vs previous 13F -8,899 shares

    <0.01% of the 13F portfolio, value $15,799,227.

    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 166,836 shares
    Change vs previous 13F -2,595 shares

    <0.01% of the 13F portfolio, value $16,711,962.

    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 169,431 shares
    Change vs previous 13F -29,499 shares

    0.01% of the 13F portfolio, value $16,978,686.

    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: 169,431 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 198,930 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,905,947.

    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: 191,837 shares
    • Envestnet Portfolio Solutions, Inc.: 7,093 shares

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