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ENVESTNET ASSET MANAGEMENT INC: PFG position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 385,349 PFG 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 385,349 shares
    Change vs previous 13F +51,370 shares

    0.01% of the 13F portfolio, value $41,532,812.

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

    • ENVESTNET ASSET MANAGEMENT INC: 378,972 shares
    • Envestnet Portfolio Solutions, Inc.: 6,377 shares
  2. period ended2026-03-31
    13F 333,979 shares
    Change vs previous 13F +272,565 shares

    0.01% of the 13F portfolio, value $30,094,885.

    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: 328,095 shares
    • Envestnet Portfolio Solutions, Inc.: 5,884 shares

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

  3. period ended2025-12-31
    13F 61,414 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $5,417,348.

    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 61,553 shares
    Change vs previous 13F -494 shares

    <0.01% of the 13F portfolio, value $5,103,320.

    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 62,047 shares
    Change vs previous 13F +12,864 shares

    <0.01% of the 13F portfolio, value $4,928,405.

    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 49,183 shares
    Change vs previous 13F +5,457 shares

    <0.01% of the 13F portfolio, value $4,149,556.

    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 43,726 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,384,859.

    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).