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ENVESTNET ASSET MANAGEMENT INC: SPDW position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 10,575,791 SPDW 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 10,575,791 shares
    Change vs previous 13F -789,673 shares

    0.12% of the 13F portfolio, value $532,914,128.

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

    • ENVESTNET ASSET MANAGEMENT INC: 8,373,691 shares
    • Envestnet Portfolio Solutions, Inc.: 2,202,100 shares
  2. period ended2026-03-31
    13F 11,365,464 shares
    Change vs previous 13F +739,574 shares

    0.13% of the 13F portfolio, value $518,833,397.

    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: 8,928,162 shares
    • Envestnet Portfolio Solutions, Inc.: 2,437,302 shares

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

  3. period ended2025-12-31
    13F 10,625,890 shares
    Change vs previous 13F +1,112,355 shares

    0.13% of the 13F portfolio, value $471,895,773.

    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: 7,967,012 shares
    • Envestnet Portfolio Solutions, Inc.: 2,658,878 shares

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

  4. period ended2025-09-30
    13F 9,513,535 shares
    Change vs previous 13F +1,128,654 shares

    0.11% of the 13F portfolio, value $407,084,166.

    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: 7,371,836 shares
    • Envestnet Portfolio Solutions, Inc.: 2,141,699 shares

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

  5. period ended2025-06-30
    13F 8,384,881 shares
    Change vs previous 13F -2,569,296 shares

    0.09% of the 13F portfolio, value $339,503,853.

    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: 6,647,594 shares
    • Envestnet Portfolio Solutions, Inc.: 1,737,287 shares

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

  6. period ended2025-03-31
    13F 10,954,177 shares
    Change vs previous 13F +2,063,859 shares

    0.12% of the 13F portfolio, value $398,841,575.

    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: 7,669,937 shares
    • Envestnet Portfolio Solutions, Inc.: 3,284,240 shares

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

  7. period ended2024-12-31
    13F 8,890,318 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $303,426,562.

    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: 6,661,475 shares
    • Envestnet Portfolio Solutions, Inc.: 2,228,843 shares

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