ENVESTNET ASSET MANAGEMENT INC: PRI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 92,690 PRI shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 92,690 shares
Change vs previous 13F -4,382 shares
0.01% of the 13F portfolio, value $26,342,711.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC
- ENVESTNET ASSET MANAGEMENT INC: 86,893 shares
- Envestnet Portfolio Solutions, Inc.: 5,797 shares
period ended2026-03-31
13F 97,072 shares
Change vs previous 13F +6,361 shares
0.01% of the 13F portfolio, value $24,314,683.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ENVESTNET ASSET MANAGEMENT INC: 91,381 shares
- Envestnet Portfolio Solutions, Inc.: 5,691 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 90,711 shares
Change vs previous 13F -15,503 shares
0.01% of the 13F portfolio, value $23,436,226.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ENVESTNET ASSET MANAGEMENT INC: 84,737 shares
- Envestnet Portfolio Solutions, Inc.: 5,974 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 106,214 shares
Change vs previous 13F -34,669 shares
0.01% of the 13F portfolio, value $29,483,855.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ENVESTNET ASSET MANAGEMENT INC: 100,186 shares
- Envestnet Portfolio Solutions, Inc.: 6,028 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 140,883 shares
Change vs previous 13F +34,726 shares
0.01% of the 13F portfolio, value $38,555,233.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ENVESTNET ASSET MANAGEMENT INC: 133,692 shares
- Envestnet Portfolio Solutions, Inc.: 7,191 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 106,157 shares
Change vs previous 13F -6,074 shares
0.01% of the 13F portfolio, value $30,204,664.
13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 102,414 shares
- Envestnet Portfolio Solutions, Inc.: 3,743 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 112,231 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $30,461,589.
13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ENVESTNET ASSET MANAGEMENT INC: 104,945 shares
- Envestnet Portfolio Solutions, Inc.: 7,286 shares
Acceptance time not in the bulk data set (spec §4.2).