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ENVESTNET ASSET MANAGEMENT INC: TAXF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,446,137 TAXF 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 2,446,137 shares
    Change vs previous 13F +145,628 shares

    0.03% of the 13F portfolio, value $124,349,373.

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

  2. period ended2026-03-31
    13F 2,300,509 shares
    Change vs previous 13F +105,836 shares

    0.03% of the 13F portfolio, value $115,140,451.

    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 2,194,673 shares
    Change vs previous 13F +59,860 shares

    0.03% of the 13F portfolio, value $110,567,608.

    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 2,134,813 shares
    Change vs previous 13F +1,744 shares

    0.03% of the 13F portfolio, value $107,231,680.

    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 2,133,069 shares
    Change vs previous 13F +252,701 shares

    0.03% of the 13F portfolio, value $104,371,087.

    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 1,880,368 shares
    Change vs previous 13F -64,703 shares

    0.03% of the 13F portfolio, value $93,040,610.

    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 1,945,071 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $97,525,877.

    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).