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ENVESTNET ASSET MANAGEMENT INC: ULS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 443,639 ULS 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 443,639 shares
    Change vs previous 13F -6,889 shares

    0.01% of the 13F portfolio, value $45,189,031.

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

    • ENVESTNET ASSET MANAGEMENT INC: 440,760 shares
    • Envestnet Portfolio Solutions, Inc.: 2,879 shares
  2. period ended2026-03-31
    13F 450,528 shares
    Change vs previous 13F +48,697 shares

    0.01% of the 13F portfolio, value $38,614,757.

    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: 447,937 shares
    • Envestnet Portfolio Solutions, Inc.: 2,591 shares

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

  3. period ended2025-12-31
    13F 401,831 shares
    Change vs previous 13F -196,913 shares

    0.01% of the 13F portfolio, value $31,688,429.

    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: 398,028 shares
    • Envestnet Portfolio Solutions, Inc.: 3,803 shares

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

  4. period ended2025-09-30
    13F 598,744 shares
    Change vs previous 13F +481,381 shares

    0.01% of the 13F portfolio, value $42,427,029.

    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: 593,484 shares
    • Envestnet Portfolio Solutions, Inc.: 5,260 shares

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

  5. period ended2025-06-30
    13F 117,363 shares
    Change vs previous 13F -56,861 shares

    <0.01% of the 13F portfolio, value $8,551,073.

    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 174,224 shares
    Change vs previous 13F +5,239 shares

    <0.01% of the 13F portfolio, value $9,826,225.

    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 168,985 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,428,958.

    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).