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ENVESTNET ASSET MANAGEMENT INC: ROIV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 713,946 ROIV 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 713,946 shares
    Change vs previous 13F +35,428 shares

    0.01% of the 13F portfolio, value $25,266,538.

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

  2. period ended2026-03-31
    13F 678,518 shares
    Change vs previous 13F +37,057 shares

    0.01% of the 13F portfolio, value $18,794,940.

    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 641,461 shares
    Change vs previous 13F +603,172 shares

    <0.01% of the 13F portfolio, value $13,919,704.

    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 38,289 shares
    Change vs previous 13F -4,521 shares

    <0.01% of the 13F portfolio, value $579,313.

    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 42,810 shares
    Change vs previous 13F +9,936 shares

    <0.01% of the 13F portfolio, value $482,469.

    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 32,874 shares
    Change vs previous 13F +5,953 shares

    <0.01% of the 13F portfolio, value $331,699.

    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 26,921 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $318,475.

    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).