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ENVESTNET ASSET MANAGEMENT INC: TOPT position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 806,830 TOPT 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 806,830 shares
    Change vs previous 13F +119,046 shares

    0.01% of the 13F portfolio, value $26,560,828.

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

    • ENVESTNET ASSET MANAGEMENT INC: 788,413 shares
    • Envestnet Portfolio Solutions, Inc.: 18,417 shares
  2. period ended2026-03-31
    13F 687,784 shares
    Change vs previous 13F +419,033 shares

    0.01% of the 13F portfolio, value $19,684,392.

    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: 677,098 shares
    • Envestnet Portfolio Solutions, Inc.: 10,686 shares

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

  3. period ended2025-12-31
    13F 268,751 shares
    Change vs previous 13F -11,782 shares

    <0.01% of the 13F portfolio, value $8,393,094.

    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: 241,864 shares
    • Envestnet Portfolio Solutions, Inc.: 26,887 shares

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

  4. period ended2025-09-30
    13F 280,533 shares
    Change vs previous 13F +280,533 shares

    <0.01% of the 13F portfolio, value $8,545,046.

    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: 254,179 shares
    • Envestnet Portfolio Solutions, Inc.: 26,354 shares

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

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -20,191 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 20,191 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $480,950.

    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).