Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: SDVY position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 3,378,881 SDVY 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 3,378,881 shares
    Change vs previous 13F -381,151 shares

    0.03% of the 13F portfolio, value $145,764,954.

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

    • ENVESTNET ASSET MANAGEMENT INC: 3,360,284 shares
    • Envestnet Portfolio Solutions, Inc.: 18,597 shares
  2. period ended2026-03-31
    13F 3,760,032 shares
    Change vs previous 13F +227,902 shares

    0.04% of the 13F portfolio, value $148,255,888.

    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: 3,621,293 shares
    • Envestnet Portfolio Solutions, Inc.: 138,739 shares

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

  3. period ended2025-12-31
    13F 3,532,130 shares
    Change vs previous 13F +256,216 shares

    0.04% of the 13F portfolio, value $135,351,211.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 3,281,967 shares
    • Envestnet Portfolio Solutions, Inc.: 250,163 shares

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

  4. period ended2025-09-30
    13F 3,275,914 shares
    Change vs previous 13F +184,469 shares

    0.03% of the 13F portfolio, value $124,548,618.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 3,067,640 shares
    • Envestnet Portfolio Solutions, Inc.: 208,274 shares

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

  5. period ended2025-06-30
    13F 3,091,445 shares
    Change vs previous 13F -147,717 shares

    0.03% of the 13F portfolio, value $109,066,168.

    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: 2,974,264 shares
    • Envestnet Portfolio Solutions, Inc.: 117,181 shares

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

  6. period ended2025-03-31
    13F 3,239,162 shares
    Change vs previous 13F +202,275 shares

    0.03% of the 13F portfolio, value $108,511,927.

    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: 3,132,744 shares
    • Envestnet Portfolio Solutions, Inc.: 106,418 shares

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

  7. period ended2024-12-31
    13F 3,036,887 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $108,872,403.

    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: 2,974,793 shares
    • Envestnet Portfolio Solutions, Inc.: 62,094 shares

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