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ENVESTNET ASSET MANAGEMENT INC: TAFM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 333,965 TAFM 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 333,965 shares
    Change vs previous 13F +52,703 shares

    <0.01% of the 13F portfolio, value $8,576,233.

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

  2. period ended2026-03-31
    13F 281,262 shares
    Change vs previous 13F +165,173 shares

    <0.01% of the 13F portfolio, value $7,114,517.

    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 116,089 shares
    Change vs previous 13F -109,451 shares

    <0.01% of the 13F portfolio, value $2,950,982.

    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 225,540 shares
    Change vs previous 13F +18,402 shares

    <0.01% of the 13F portfolio, value $5,733,234.

    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 207,138 shares
    Change vs previous 13F +174,300 shares

    <0.01% of the 13F portfolio, value $5,162,489.

    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 32,838 shares
    Change vs previous 13F +23,597 shares

    <0.01% of the 13F portfolio, value $826,368.

    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 9,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,567.

    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).