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ENVESTNET ASSET MANAGEMENT INC: PTA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 20,111 PTA 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 20,111 shares
    Change vs previous 13F +1,054 shares

    <0.01% of the 13F portfolio, value $385,721.

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

  2. period ended2026-03-31
    13F 19,057 shares
    Change vs previous 13F +1,187 shares

    <0.01% of the 13F portfolio, value $357,130.

    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 17,870 shares
    Change vs previous 13F -216 shares

    <0.01% of the 13F portfolio, value $345,070.

    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 18,086 shares
    Change vs previous 13F +552 shares

    <0.01% of the 13F portfolio, value $369,143.

    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 17,534 shares
    Change vs previous 13F +4,027 shares

    <0.01% of the 13F portfolio, value $347,165.

    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 13,507 shares
    Change vs previous 13F +469 shares

    <0.01% of the 13F portfolio, value $262,568.

    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 13,038 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $250,588.

    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).