Skip to content

ENVESTNET ASSET MANAGEMENT INC: POOL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 191,949 POOL 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 191,949 shares
    Change vs previous 13F -13,294 shares

    0.01% of the 13F portfolio, value $41,249,895.

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

    • ENVESTNET ASSET MANAGEMENT INC: 190,128 shares
    • Envestnet Portfolio Solutions, Inc.: 1,821 shares
  2. period ended2026-03-31
    13F 205,243 shares
    Change vs previous 13F +63,567 shares

    0.01% of the 13F portfolio, value $41,535,852.

    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: 203,467 shares
    • Envestnet Portfolio Solutions, Inc.: 1,776 shares

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

  3. period ended2025-12-31
    13F 141,676 shares
    Change vs previous 13F -299,640 shares

    0.01% of the 13F portfolio, value $32,408,216.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 139,666 shares
    • Envestnet Portfolio Solutions, Inc.: 2,010 shares

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

  4. period ended2025-09-30
    13F 441,316 shares
    Change vs previous 13F +910 shares

    0.04% of the 13F portfolio, value $136,838,816.

    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: 438,476 shares
    • Envestnet Portfolio Solutions, Inc.: 2,840 shares

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

  5. period ended2025-06-30
    13F 440,406 shares
    Change vs previous 13F +9,553 shares

    0.03% of the 13F portfolio, value $128,369,547.

    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: 437,139 shares
    • Envestnet Portfolio Solutions, Inc.: 3,267 shares

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

  6. period ended2025-03-31
    13F 430,853 shares
    Change vs previous 13F -34,752 shares

    0.04% of the 13F portfolio, value $137,161,921.

    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: 427,178 shares
    • Envestnet Portfolio Solutions, Inc.: 3,675 shares

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

  7. period ended2024-12-31
    13F 465,605 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $158,743,500.

    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: 458,972 shares
    • Envestnet Portfolio Solutions, Inc.: 6,633 shares

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