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ENVESTNET ASSET MANAGEMENT INC: Q position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 214,893 Q 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 214,893 shares
    Change vs previous 13F -13,712 shares

    0.01% of the 13F portfolio, value $35,093,354.

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

    • ENVESTNET ASSET MANAGEMENT INC: 206,662 shares
    • Envestnet Portfolio Solutions, Inc.: 8,231 shares
  2. period ended2026-03-31
    13F 228,605 shares
    Change vs previous 13F +131,011 shares

    0.01% of the 13F portfolio, value $26,376,480.

    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: 221,172 shares
    • Envestnet Portfolio Solutions, Inc.: 7,433 shares

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

  3. period ended2025-12-31
    13F 97,594 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,968,585.

    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).