Skip to content

ENVESTNET ASSET MANAGEMENT INC: POR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 389,667 POR 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 389,667 shares
    Change vs previous 13F -36,574 shares

    <0.01% of the 13F portfolio, value $20,196,454.

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

    • ENVESTNET ASSET MANAGEMENT INC: 377,978 shares
    • Envestnet Portfolio Solutions, Inc.: 11,689 shares
  2. period ended2026-03-31
    13F 426,241 shares
    Change vs previous 13F -22,356 shares

    0.01% of the 13F portfolio, value $22,492,724.

    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: 414,484 shares
    • Envestnet Portfolio Solutions, Inc.: 11,757 shares

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

  3. period ended2025-12-31
    13F 448,597 shares
    Change vs previous 13F -22,224 shares

    0.01% of the 13F portfolio, value $21,528,157.

    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: 435,756 shares
    • Envestnet Portfolio Solutions, Inc.: 12,841 shares

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

  4. period ended2025-09-30
    13F 470,821 shares
    Change vs previous 13F -42,577 shares

    0.01% of the 13F portfolio, value $20,716,123.

    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: 458,339 shares
    • Envestnet Portfolio Solutions, Inc.: 12,482 shares

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

  5. period ended2025-06-30
    13F 513,398 shares
    Change vs previous 13F +19,502 shares

    0.01% of the 13F portfolio, value $20,859,341.

    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: 513,398 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 493,896 shares
    Change vs previous 13F +6,133 shares

    0.01% of the 13F portfolio, value $22,027,744.

    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: 486,645 shares
    • Envestnet Portfolio Solutions, Inc.: 7,251 shares

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

  7. period ended2024-12-31
    13F 487,763 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,276,214.

    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: 474,792 shares
    • Envestnet Portfolio Solutions, Inc.: 12,971 shares

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