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ENVESTNET ASSET MANAGEMENT INC: RFDA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 180,087 RFDA 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 180,087 shares
    Change vs previous 13F +5,587 shares

    <0.01% of the 13F portfolio, value $12,680,174.

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

  2. period ended2026-03-31
    13F 174,500 shares
    Change vs previous 13F -4,084 shares

    <0.01% of the 13F portfolio, value $10,935,690.

    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 178,584 shares
    Change vs previous 13F -6,306 shares

    <0.01% of the 13F portfolio, value $11,385,682.

    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 184,890 shares
    Change vs previous 13F +936 shares

    <0.01% of the 13F portfolio, value $11,638,849.

    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 183,954 shares
    Change vs previous 13F +1,020 shares

    <0.01% of the 13F portfolio, value $10,670,997.

    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 182,934 shares
    Change vs previous 13F -7,988 shares

    <0.01% of the 13F portfolio, value $9,718,170.

    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 190,922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,675,676.

    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).