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ENVESTNET ASSET MANAGEMENT INC: TOTL position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 5,230,902 TOTL 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 5,230,902 shares
    Change vs previous 13F +909,303 shares

    0.05% of the 13F portfolio, value $206,463,673.

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

    • ENVESTNET ASSET MANAGEMENT INC: 4,950,940 shares
    • Envestnet Portfolio Solutions, Inc.: 279,962 shares
  2. period ended2026-03-31
    13F 4,321,599 shares
    Change vs previous 13F +211,635 shares

    0.04% of the 13F portfolio, value $171,697,097.

    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: 4,117,743 shares
    • Envestnet Portfolio Solutions, Inc.: 203,856 shares

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

  3. period ended2025-12-31
    13F 4,109,964 shares
    Change vs previous 13F -56,275 shares

    0.05% of the 13F portfolio, value $165,426,056.

    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: 3,748,797 shares
    • Envestnet Portfolio Solutions, Inc.: 361,167 shares

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

  4. period ended2025-09-30
    13F 4,166,239 shares
    Change vs previous 13F +260,925 shares

    0.05% of the 13F portfolio, value $169,024,329.

    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: 3,810,752 shares
    • Envestnet Portfolio Solutions, Inc.: 355,487 shares

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

  5. period ended2025-06-30
    13F 3,905,314 shares
    Change vs previous 13F -36,692 shares

    0.04% of the 13F portfolio, value $156,642,175.

    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: 3,571,048 shares
    • Envestnet Portfolio Solutions, Inc.: 334,266 shares

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

  6. period ended2025-03-31
    13F 3,942,006 shares
    Change vs previous 13F +310,941 shares

    0.05% of the 13F portfolio, value $158,823,419.

    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: 3,576,902 shares
    • Envestnet Portfolio Solutions, Inc.: 365,104 shares

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

  7. period ended2024-12-31
    13F 3,631,065 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $143,027,661.

    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: 3,294,658 shares
    • Envestnet Portfolio Solutions, Inc.: 336,407 shares

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