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ENVESTNET ASSET MANAGEMENT INC: PDBC position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,299,740 PDBC 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 1,299,740 shares
    Change vs previous 13F -2,632,209 shares

    <0.01% of the 13F portfolio, value $20,632,706.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,286,770 shares
    • Envestnet Portfolio Solutions, Inc.: 12,970 shares
  2. period ended2026-03-31
    13F 3,931,949 shares
    Change vs previous 13F -159,937 shares

    0.02% of the 13F portfolio, value $68,101,359.

    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 4,091,886 shares
    Change vs previous 13F +70,881 shares

    0.02% of the 13F portfolio, value $54,217,489.

    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 4,021,005 shares
    Change vs previous 13F -68,281 shares

    0.02% of the 13F portfolio, value $54,002,099.

    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: 4,021,005 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  5. period ended2025-06-30
    13F 4,089,286 shares
    Change vs previous 13F +479,025 shares

    0.01% of the 13F portfolio, value $53,299,484.

    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: 4,071,199 shares
    • Envestnet Portfolio Solutions, Inc.: 18,087 shares

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

  6. period ended2025-03-31
    13F 3,610,261 shares
    Change vs previous 13F -460,741 shares

    0.01% of the 13F portfolio, value $49,207,852.

    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: 3,580,038 shares
    • Envestnet Portfolio Solutions, Inc.: 30,223 shares

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

  7. period ended2024-12-31
    13F 4,071,002 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $52,882,308.

    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: 4,027,395 shares
    • Envestnet Portfolio Solutions, Inc.: 43,607 shares

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