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ENVESTNET ASSET MANAGEMENT INC: WK position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 48,687 WK 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 48,687 shares
    Change vs previous 13F -5,203 shares

    <0.01% of the 13F portfolio, value $2,361,806.

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

  2. period ended2026-03-31
    13F 53,890 shares
    Change vs previous 13F -93,030 shares

    <0.01% of the 13F portfolio, value $3,213,431.

    13F-HR 0001214659-26-005464 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).

  3. period ended2025-12-31
    13F 146,920 shares
    Change vs previous 13F -13,180 shares

    <0.01% of the 13F portfolio, value $12,671,865.

    13F-HR 0001214659-26-001375 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).

  4. period ended2025-09-30
    13F 160,100 shares
    Change vs previous 13F -9,934 shares

    <0.01% of the 13F portfolio, value $13,781,380.

    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: 160,100 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  5. period ended2025-06-30
    13F 170,034 shares
    Change vs previous 13F -7,740 shares

    <0.01% of the 13F portfolio, value $11,638,806.

    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: 166,537 shares
    • Envestnet Portfolio Solutions, Inc.: 3,497 shares

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

  6. period ended2025-03-31
    13F 177,774 shares
    Change vs previous 13F -14,036 shares

    <0.01% of the 13F portfolio, value $13,494,800.

    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: 173,141 shares
    • Envestnet Portfolio Solutions, Inc.: 4,633 shares

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

  7. period ended2024-12-31
    13F 191,810 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,003,160.

    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: 185,634 shares
    • Envestnet Portfolio Solutions, Inc.: 6,176 shares

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