Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: SDY position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,111,642 SDY 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 1,111,642 shares
    Change vs previous 13F +8,231 shares

    0.04% of the 13F portfolio, value $169,169,647.

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

  2. period ended2026-03-31
    13F 1,103,411 shares
    Change vs previous 13F +12,372 shares

    0.04% of the 13F portfolio, value $161,031,799.

    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: 1,103,411 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 1,091,039 shares
    Change vs previous 13F -5,938 shares

    0.04% of the 13F portfolio, value $151,829,000.

    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: 1,079,523 shares
    • Envestnet Portfolio Solutions, Inc.: 11,516 shares

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

  4. period ended2025-09-30
    13F 1,096,977 shares
    Change vs previous 13F -127,709 shares

    0.04% of the 13F portfolio, value $153,631,569.

    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: 1,085,812 shares
    • Envestnet Portfolio Solutions, Inc.: 11,165 shares

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

  5. period ended2025-06-30
    13F 1,224,686 shares
    Change vs previous 13F -30,294 shares

    0.04% of the 13F portfolio, value $166,226,674.

    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: 1,211,883 shares
    • Envestnet Portfolio Solutions, Inc.: 12,803 shares

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

  6. period ended2025-03-31
    13F 1,254,980 shares
    Change vs previous 13F -22,636 shares

    0.05% of the 13F portfolio, value $170,275,676.

    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: 1,220,181 shares
    • Envestnet Portfolio Solutions, Inc.: 34,799 shares

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

  7. period ended2024-12-31
    13F 1,277,616 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $168,773,082.

    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: 1,238,477 shares
    • Envestnet Portfolio Solutions, Inc.: 39,139 shares

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