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ENVESTNET ASSET MANAGEMENT INC: PTY position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 949,380 PTY 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 949,380 shares
    Change vs previous 13F +112,466 shares

    <0.01% of the 13F portfolio, value $11,421,047.

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

  2. period ended2026-03-31
    13F 836,914 shares
    Change vs previous 13F +55,711 shares

    <0.01% of the 13F portfolio, value $10,093,184.

    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 781,203 shares
    Change vs previous 13F +64,156 shares

    <0.01% of the 13F portfolio, value $10,077,525.

    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 717,047 shares
    Change vs previous 13F +28,617 shares

    <0.01% of the 13F portfolio, value $10,354,152.

    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 688,430 shares
    Change vs previous 13F +80,397 shares

    <0.01% of the 13F portfolio, value $9,576,066.

    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 608,033 shares
    Change vs previous 13F +62,118 shares

    <0.01% of the 13F portfolio, value $8,792,162.

    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 545,915 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,844,799.

    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).