Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: PPA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 241,110 PPA 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 241,110 shares
    Change vs previous 13F +20,102 shares

    0.01% of the 13F portfolio, value $42,592,130.

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

  2. period ended2026-03-31
    13F 221,008 shares
    Change vs previous 13F +16,319 shares

    0.01% of the 13F portfolio, value $36,621,014.

    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 204,689 shares
    Change vs previous 13F +13,658 shares

    0.01% of the 13F portfolio, value $32,060,467.

    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 191,031 shares
    Change vs previous 13F +15,352 shares

    0.01% of the 13F portfolio, value $29,695,799.

    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: 191,031 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  5. period ended2025-06-30
    13F 175,679 shares
    Change vs previous 13F +29,368 shares

    0.01% of the 13F portfolio, value $24,891,978.

    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: 171,559 shares
    • Envestnet Portfolio Solutions, Inc.: 4,120 shares

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

  6. period ended2025-03-31
    13F 146,311 shares
    Change vs previous 13F +2,622 shares

    0.01% of the 13F portfolio, value $17,052,511.

    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: 142,031 shares
    • Envestnet Portfolio Solutions, Inc.: 4,280 shares

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

  7. period ended2024-12-31
    13F 143,689 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,485,431.

    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: 139,047 shares
    • Envestnet Portfolio Solutions, Inc.: 4,642 shares

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