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ENVESTNET ASSET MANAGEMENT INC: PLUS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 234,808 PLUS 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 234,808 shares
    Change vs previous 13F +9,677 shares

    <0.01% of the 13F portfolio, value $19,543,014.

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

    • ENVESTNET ASSET MANAGEMENT INC: 230,878 shares
    • Envestnet Portfolio Solutions, Inc.: 3,930 shares
  2. period ended2026-03-31
    13F 225,131 shares
    Change vs previous 13F +8,960 shares

    <0.01% of the 13F portfolio, value $16,941,108.

    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: 221,137 shares
    • Envestnet Portfolio Solutions, Inc.: 3,994 shares

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

  3. period ended2025-12-31
    13F 216,171 shares
    Change vs previous 13F -21,497 shares

    0.01% of the 13F portfolio, value $18,958,230.

    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 237,668 shares
    Change vs previous 13F +152,128 shares

    <0.01% of the 13F portfolio, value $16,876,798.

    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 85,540 shares
    Change vs previous 13F -13,774 shares

    <0.01% of the 13F portfolio, value $6,167,450.

    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 99,314 shares
    Change vs previous 13F +8,698 shares

    <0.01% of the 13F portfolio, value $6,061,133.

    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 90,616 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,694,710.

    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).