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ENVESTNET ASSET MANAGEMENT INC: TIPX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,874,119 TIPX 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 1,874,119 shares
    Change vs previous 13F +194,673 shares

    0.01% of the 13F portfolio, value $35,477,075.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,021,257 shares
    • Envestnet Portfolio Solutions, Inc.: 852,862 shares
  2. period ended2026-03-31
    13F 1,679,446 shares
    Change vs previous 13F +268,751 shares

    0.01% of the 13F portfolio, value $32,228,572.

    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: 913,531 shares
    • Envestnet Portfolio Solutions, Inc.: 765,915 shares

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

  3. period ended2025-12-31
    13F 1,410,695 shares
    Change vs previous 13F +1,051 shares

    0.01% of the 13F portfolio, value $26,916,049.

    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: 727,265 shares
    • Envestnet Portfolio Solutions, Inc.: 683,430 shares

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

  4. period ended2025-09-30
    13F 1,409,644 shares
    Change vs previous 13F +78,370 shares

    0.01% of the 13F portfolio, value $27,192,030.

    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: 748,635 shares
    • Envestnet Portfolio Solutions, Inc.: 661,009 shares

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

  5. period ended2025-06-30
    13F 1,331,274 shares
    Change vs previous 13F +68,324 shares

    0.01% of the 13F portfolio, value $25,480,581.

    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: 693,995 shares
    • Envestnet Portfolio Solutions, Inc.: 637,279 shares

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

  6. period ended2025-03-31
    13F 1,262,950 shares
    Change vs previous 13F +21,939 shares

    0.01% of the 13F portfolio, value $24,235,997.

    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: 669,196 shares
    • Envestnet Portfolio Solutions, Inc.: 593,754 shares

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

  7. period ended2024-12-31
    13F 1,241,011 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,946,297.

    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: 667,102 shares
    • Envestnet Portfolio Solutions, Inc.: 573,909 shares

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