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ENVESTNET ASSET MANAGEMENT INC: USFR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,179,851 USFR 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 1,179,851 shares
    Change vs previous 13F -103,800 shares

    0.01% of the 13F portfolio, value $59,405,482.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,157,916 shares
    • Envestnet Portfolio Solutions, Inc.: 21,935 shares
  2. period ended2026-03-31
    13F 1,283,651 shares
    Change vs previous 13F +312,999 shares

    0.02% of the 13F portfolio, value $64,619,007.

    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: 1,261,965 shares
    • Envestnet Portfolio Solutions, Inc.: 21,686 shares

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

  3. period ended2025-12-31
    13F 970,652 shares
    Change vs previous 13F -562,863 shares

    0.01% of the 13F portfolio, value $48,843,215.

    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: 939,352 shares
    • Envestnet Portfolio Solutions, Inc.: 31,300 shares

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

  4. period ended2025-09-30
    13F 1,533,515 shares
    Change vs previous 13F -87,084 shares

    0.02% of the 13F portfolio, value $77,089,807.

    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: 1,501,523 shares
    • Envestnet Portfolio Solutions, Inc.: 31,992 shares

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

  5. period ended2025-06-30
    13F 1,620,599 shares
    Change vs previous 13F +20,294 shares

    0.02% of the 13F portfolio, value $81,532,328.

    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: 1,588,826 shares
    • Envestnet Portfolio Solutions, Inc.: 31,773 shares

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

  6. period ended2025-03-31
    13F 1,600,305 shares
    Change vs previous 13F +91,326 shares

    0.02% of the 13F portfolio, value $80,543,348.

    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: 1,572,295 shares
    • Envestnet Portfolio Solutions, Inc.: 28,010 shares

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

  7. period ended2024-12-31
    13F 1,508,979 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $75,931,824.

    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: 1,479,942 shares
    • Envestnet Portfolio Solutions, Inc.: 29,037 shares

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