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ENVESTNET ASSET MANAGEMENT INC: VLUE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,055,009 VLUE 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 1,055,009 shares
    Change vs previous 13F -256,457 shares

    0.05% of the 13F portfolio, value $210,801,361.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,033,896 shares
    • Envestnet Portfolio Solutions, Inc.: 21,113 shares
  2. period ended2026-03-31
    13F 1,311,466 shares
    Change vs previous 13F +1,165,369 shares

    0.05% of the 13F portfolio, value $186,477,440.

    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: 1,286,319 shares
    • Envestnet Portfolio Solutions, Inc.: 25,147 shares

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

  3. period ended2025-12-31
    13F 146,097 shares
    Change vs previous 13F -4,145 shares

    0.01% of the 13F portfolio, value $19,975,737.

    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: 130,734 shares
    • Envestnet Portfolio Solutions, Inc.: 15,363 shares

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

  4. period ended2025-09-30
    13F 150,242 shares
    Change vs previous 13F -1,264,250 shares

    0.01% of the 13F portfolio, value $18,787,770.

    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: 133,774 shares
    • Envestnet Portfolio Solutions, Inc.: 16,468 shares

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

  5. period ended2025-06-30
    13F 1,414,492 shares
    Change vs previous 13F -99,223 shares

    0.04% of the 13F portfolio, value $160,134,599.

    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: 1,397,313 shares
    • Envestnet Portfolio Solutions, Inc.: 17,179 shares

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

  6. period ended2025-03-31
    13F 1,513,715 shares
    Change vs previous 13F -196,875 shares

    0.05% of the 13F portfolio, value $161,437,645.

    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: 1,484,020 shares
    • Envestnet Portfolio Solutions, Inc.: 29,695 shares

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

  7. period ended2024-12-31
    13F 1,710,590 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $180,655,409.

    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: 1,694,095 shares
    • Envestnet Portfolio Solutions, Inc.: 16,495 shares

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