Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: PREF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,303,346 PREF 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 1,303,346 shares
    Change vs previous 13F +224,532 shares

    0.01% of the 13F portfolio, value $24,841,773.

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

  2. period ended2026-03-31
    13F 1,078,814 shares
    Change vs previous 13F +269,728 shares

    0.01% of the 13F portfolio, value $20,303,275.

    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 809,086 shares
    Change vs previous 13F +168,595 shares

    <0.01% of the 13F portfolio, value $15,429,276.

    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 640,491 shares
    Change vs previous 13F +237,015 shares

    <0.01% of the 13F portfolio, value $12,259,005.

    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 403,476 shares
    Change vs previous 13F +150,841 shares

    <0.01% of the 13F portfolio, value $7,653,931.

    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 252,635 shares
    Change vs previous 13F +33,874 shares

    <0.01% of the 13F portfolio, value $4,724,276.

    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 218,761 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,071,144.

    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).