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ENVESTNET ASSET MANAGEMENT INC: PTLC position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 661,431 PTLC 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 661,431 shares
    Change vs previous 13F +9,679 shares

    0.01% of the 13F portfolio, value $38,534,959.

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

  2. period ended2026-03-31
    13F 651,752 shares
    Change vs previous 13F -4,343 shares

    0.01% of the 13F portfolio, value $34,190,902.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 651,752 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 656,095 shares
    Change vs previous 13F -91,272 shares

    0.01% of the 13F portfolio, value $36,465,774.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 622,355 shares
    • Envestnet Portfolio Solutions, Inc.: 33,740 shares

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

  4. period ended2025-09-30
    13F 747,367 shares
    Change vs previous 13F -70,870 shares

    0.01% of the 13F portfolio, value $40,925,810.

    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: 714,667 shares
    • Envestnet Portfolio Solutions, Inc.: 32,700 shares

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

  5. period ended2025-06-30
    13F 818,237 shares
    Change vs previous 13F -285,037 shares

    0.01% of the 13F portfolio, value $41,532,815.

    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: 785,842 shares
    • Envestnet Portfolio Solutions, Inc.: 32,395 shares

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

  6. period ended2025-03-31
    13F 1,103,274 shares
    Change vs previous 13F +159,963 shares

    0.02% of the 13F portfolio, value $56,763,433.

    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: 1,070,076 shares
    • Envestnet Portfolio Solutions, Inc.: 33,198 shares

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

  7. period ended2024-12-31
    13F 943,311 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $50,410,554.

    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: 915,423 shares
    • Envestnet Portfolio Solutions, Inc.: 27,888 shares

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