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ENVESTNET ASSET MANAGEMENT INC: OTTR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 10,903 OTTR 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 10,903 shares
    Change vs previous 13F +1,976 shares

    <0.01% of the 13F portfolio, value $981,046.

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

    • ENVESTNET ASSET MANAGEMENT INC: 7,505 shares
    • Envestnet Portfolio Solutions, Inc.: 3,398 shares
  2. period ended2026-03-31
    13F 8,927 shares
    Change vs previous 13F +1,976 shares

    <0.01% of the 13F portfolio, value $783,550.

    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: 5,226 shares
    • Envestnet Portfolio Solutions, Inc.: 3,701 shares

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

  3. period ended2025-12-31
    13F 6,951 shares
    Change vs previous 13F -2,109 shares

    <0.01% of the 13F portfolio, value $561,708.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 3,322 shares
    • Envestnet Portfolio Solutions, Inc.: 3,629 shares

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

  4. period ended2025-09-30
    13F 9,060 shares
    Change vs previous 13F -1,540 shares

    <0.01% of the 13F portfolio, value $742,622.

    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: 5,402 shares
    • Envestnet Portfolio Solutions, Inc.: 3,658 shares

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

  5. period ended2025-06-30
    13F 10,600 shares
    Change vs previous 13F +3,939 shares

    <0.01% of the 13F portfolio, value $817,188.

    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: 6,687 shares
    • Envestnet Portfolio Solutions, Inc.: 3,913 shares

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

  6. period ended2025-03-31
    13F 6,661 shares
    Change vs previous 13F +1,465 shares

    <0.01% of the 13F portfolio, value $535,340.

    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 5,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $383,667.

    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).