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ENVESTNET ASSET MANAGEMENT INC: WM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,047,975 WM 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 1,047,975 shares
    Change vs previous 13F -47,493 shares

    0.05% of the 13F portfolio, value $233,571,537.

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

    • ENVESTNET ASSET MANAGEMENT INC: 994,209 shares
    • Envestnet Portfolio Solutions, Inc.: 53,766 shares
  2. period ended2026-03-31
    13F 1,095,468 shares
    Change vs previous 13F +28,133 shares

    0.06% of the 13F portfolio, value $251,727,577.

    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: 1,044,934 shares
    • Envestnet Portfolio Solutions, Inc.: 50,534 shares

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

  3. period ended2025-12-31
    13F 1,067,335 shares
    Change vs previous 13F +18,456 shares

    0.06% of the 13F portfolio, value $234,504,035.

    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: 1,009,957 shares
    • Envestnet Portfolio Solutions, Inc.: 57,378 shares

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

  4. period ended2025-09-30
    13F 1,048,879 shares
    Change vs previous 13F +141,119 shares

    0.06% of the 13F portfolio, value $231,624,103.

    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: 1,001,706 shares
    • Envestnet Portfolio Solutions, Inc.: 47,173 shares

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

  5. period ended2025-06-30
    13F 907,760 shares
    Change vs previous 13F +118,509 shares

    0.06% of the 13F portfolio, value $207,713,429.

    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: 856,846 shares
    • Envestnet Portfolio Solutions, Inc.: 50,914 shares

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

  6. period ended2025-03-31
    13F 789,251 shares
    Change vs previous 13F +27,542 shares

    0.05% of the 13F portfolio, value $182,719,518.

    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: 733,805 shares
    • Envestnet Portfolio Solutions, Inc.: 55,446 shares

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

  7. period ended2024-12-31
    13F 761,709 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $153,705,244.

    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: 704,816 shares
    • Envestnet Portfolio Solutions, Inc.: 56,893 shares

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