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ENVESTNET ASSET MANAGEMENT INC: RA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 292,217 RA 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 292,217 shares
    Change vs previous 13F +24,686 shares

    <0.01% of the 13F portfolio, value $3,763,760.

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

  2. period ended2026-03-31
    13F 267,531 shares
    Change vs previous 13F -297,059 shares

    <0.01% of the 13F portfolio, value $3,440,450.

    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 564,590 shares
    Change vs previous 13F +66,189 shares

    <0.01% of the 13F portfolio, value $7,317,083.

    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 498,401 shares
    Change vs previous 13F +62,216 shares

    <0.01% of the 13F portfolio, value $6,658,642.

    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 436,185 shares
    Change vs previous 13F +31,307 shares

    <0.01% of the 13F portfolio, value $5,831,800.

    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 404,878 shares
    Change vs previous 13F +47,735 shares

    <0.01% of the 13F portfolio, value $5,328,197.

    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 357,143 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,757,148.

    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).