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ENVESTNET ASSET MANAGEMENT INC: PDM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 31,443 PDM 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 31,443 shares
    Change vs previous 13F -1,230 shares

    <0.01% of the 13F portfolio, value $287,702.

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

  2. period ended2026-03-31
    13F 32,673 shares
    Change vs previous 13F +18,795 shares

    <0.01% of the 13F portfolio, value $214,665.

    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 13,878 shares
    Change vs previous 13F -25,994 shares

    <0.01% of the 13F portfolio, value $115,741.

    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 39,872 shares
    Change vs previous 13F +15,542 shares

    <0.01% of the 13F portfolio, value $358,847.

    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 24,330 shares
    Change vs previous 13F +73 shares

    <0.01% of the 13F portfolio, value $177,365.

    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 24,257 shares
    Change vs previous 13F -17,486 shares

    <0.01% of the 13F portfolio, value $178,773.

    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 41,743 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $381,947.

    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).