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ENVESTNET ASSET MANAGEMENT INC: VFQY position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 3,783 VFQY 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 3,783 shares
    Change vs previous 13F -219 shares

    <0.01% of the 13F portfolio, value $644,201.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

  2. period ended2026-03-31
    13F 4,002 shares
    Change vs previous 13F -2,143 shares

    <0.01% of the 13F portfolio, value $597,176.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,145 shares
    Change vs previous 13F +367 shares

    <0.01% of the 13F portfolio, value $942,737.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,778 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $871,404.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,021 shares
    Change vs previous 13F -919 shares

    <0.01% of the 13F portfolio, value $865,297.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, 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 6,940 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $927,523.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, 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 6,890 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $970,691.

    13F-HR 0001214659-25-002329 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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