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ENVESTNET ASSET MANAGEMENT INC: RTO position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,567,864 RTO 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 2,567,864 shares
    Change vs previous 13F +145,018 shares

    0.02% of the 13F portfolio, value $73,466,315.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,560,180 shares
    • Envestnet Portfolio Solutions, Inc.: 7,684 shares
  2. period ended2026-03-31
    13F 2,422,846 shares
    Change vs previous 13F +501,266 shares

    0.02% of the 13F portfolio, value $76,271,183.

    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: 2,415,477 shares
    • Envestnet Portfolio Solutions, Inc.: 7,369 shares

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

  3. period ended2025-12-31
    13F 1,921,580 shares
    Change vs previous 13F +367,840 shares

    0.02% of the 13F portfolio, value $56,609,756.

    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 1,553,740 shares
    Change vs previous 13F +798,660 shares

    0.01% of the 13F portfolio, value $39,231,938.

    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 755,080 shares
    Change vs previous 13F -32,356 shares

    0.01% of the 13F portfolio, value $18,121,911.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 755,080 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 787,436 shares
    Change vs previous 13F +141,876 shares

    0.01% of the 13F portfolio, value $18,032,303.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 777,926 shares
    • Envestnet Portfolio Solutions, Inc.: 9,510 shares

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

  7. period ended2024-12-31
    13F 645,560 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,345,588.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 628,327 shares
    • Envestnet Portfolio Solutions, Inc.: 17,233 shares

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