Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: PFRL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 7,036 PFRL 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 7,036 shares
    Change vs previous 13F +1,317 shares

    <0.01% of the 13F portfolio, value $347,899.

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

  2. period ended2026-03-31
    13F 5,719 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $278,550.

    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 5,452 shares
    Change vs previous 13F +902 shares

    <0.01% of the 13F portfolio, value $270,842.

    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 4,550 shares
    Change vs previous 13F +4,550 shares

    <0.01% of the 13F portfolio, value $228,076.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,338 shares

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 11,338 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $570,301.

    13F-HR 0001214659-25-002329 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 0 shares
    • Envestnet Portfolio Solutions, Inc.: 11,338 shares

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