ENVESTNET ASSET MANAGEMENT INC: VTR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 979,896 VTR shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 979,896 shares
Change vs previous 13F +608,550 shares
0.02% of the 13F portfolio, value $87,014,711.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC
- ENVESTNET ASSET MANAGEMENT INC: 969,136 shares
- Envestnet Portfolio Solutions, Inc.: 10,760 shares
period ended2026-03-31
13F 371,346 shares
Change vs previous 13F +26,247 shares
0.01% of the 13F portfolio, value $30,368,651.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ENVESTNET ASSET MANAGEMENT INC: 371,346 shares
- Envestnet Portfolio Solutions, Inc.: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 345,099 shares
Change vs previous 13F -32,087 shares
0.01% of the 13F portfolio, value $26,703,743.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ENVESTNET ASSET MANAGEMENT INC: 340,644 shares
- Envestnet Portfolio Solutions, Inc.: 4,455 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 377,186 shares
Change vs previous 13F +1,287 shares
0.01% of the 13F portfolio, value $26,399,230.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ENVESTNET ASSET MANAGEMENT INC: 373,516 shares
- Envestnet Portfolio Solutions, Inc.: 3,670 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 375,899 shares
Change vs previous 13F +59,780 shares
0.01% of the 13F portfolio, value $23,731,671.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ENVESTNET ASSET MANAGEMENT INC: 372,054 shares
- Envestnet Portfolio Solutions, Inc.: 3,845 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 316,119 shares
Change vs previous 13F -51,915 shares
0.01% of the 13F portfolio, value $21,736,387.
13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 312,532 shares
- Envestnet Portfolio Solutions, Inc.: 3,587 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 368,034 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $21,673,528.
13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ENVESTNET ASSET MANAGEMENT INC: 361,798 shares
- Envestnet Portfolio Solutions, Inc.: 6,236 shares
Acceptance time not in the bulk data set (spec §4.2).