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ENVESTNET ASSET MANAGEMENT INC: PSDM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 280,349 PSDM 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 280,349 shares
    Change vs previous 13F -1,034 shares

    <0.01% of the 13F portfolio, value $14,269,754.

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

  2. period ended2026-03-31
    13F 281,383 shares
    Change vs previous 13F +17,071 shares

    <0.01% of the 13F portfolio, value $14,342,107.

    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 264,312 shares
    Change vs previous 13F +26,782 shares

    <0.01% of the 13F portfolio, value $13,604,158.

    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 237,530 shares
    Change vs previous 13F +9,013 shares

    <0.01% of the 13F portfolio, value $12,249,397.

    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 228,517 shares
    Change vs previous 13F +32,067 shares

    <0.01% of the 13F portfolio, value $11,740,073.

    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 196,450 shares
    Change vs previous 13F +13,386 shares

    <0.01% of the 13F portfolio, value $10,047,426.

    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 183,064 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,292,300.

    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).