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ENVESTNET ASSET MANAGEMENT INC: PVAL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 5,407,140 PVAL 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 5,407,140 shares
    Change vs previous 13F +761,897 shares

    0.06% of the 13F portfolio, value $275,493,765.

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

    • ENVESTNET ASSET MANAGEMENT INC: 5,400,725 shares
    • Envestnet Portfolio Solutions, Inc.: 6,415 shares
  2. period ended2026-03-31
    13F 4,645,243 shares
    Change vs previous 13F +581,130 shares

    0.06% of the 13F portfolio, value $215,539,265.

    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: 4,638,626 shares
    • Envestnet Portfolio Solutions, Inc.: 6,617 shares

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

  3. period ended2025-12-31
    13F 4,064,113 shares
    Change vs previous 13F +141,821 shares

    0.05% of the 13F portfolio, value $185,201,634.

    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: 4,058,631 shares
    • Envestnet Portfolio Solutions, Inc.: 5,482 shares

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

  4. period ended2025-09-30
    13F 3,922,292 shares
    Change vs previous 13F +2,852,895 shares

    0.04% of the 13F portfolio, value $167,560,297.

    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: 3,916,963 shares
    • Envestnet Portfolio Solutions, Inc.: 5,329 shares

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

  5. period ended2025-06-30
    13F 1,069,397 shares
    Change vs previous 13F +25,228 shares

    0.01% of the 13F portfolio, value $43,021,825.

    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 1,044,169 shares
    Change vs previous 13F +609,468 shares

    0.01% of the 13F portfolio, value $39,761,962.

    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 434,701 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,136,083.

    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).