Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: PWP position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 148,012 PWP 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 148,012 shares
    Change vs previous 13F +973 shares

    <0.01% of the 13F portfolio, value $2,362,269.

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

  2. period ended2026-03-31
    13F 147,039 shares
    Change vs previous 13F +896 shares

    <0.01% of the 13F portfolio, value $2,670,233.

    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 146,143 shares
    Change vs previous 13F +40,831 shares

    <0.01% of the 13F portfolio, value $2,528,271.

    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 105,312 shares
    Change vs previous 13F +81,648 shares

    <0.01% of the 13F portfolio, value $2,245,258.

    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 23,664 shares
    Change vs previous 13F -5,802 shares

    <0.01% of the 13F portfolio, value $459,557.

    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 29,466 shares
    Change vs previous 13F +4,508 shares

    <0.01% of the 13F portfolio, value $542,179.

    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 24,958 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $594,990.

    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).