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ENVESTNET ASSET MANAGEMENT INC: XP position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 135,272 XP 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 135,272 shares
    Change vs previous 13F -39,398 shares

    <0.01% of the 13F portfolio, value $2,199,527.

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

  2. period ended2026-03-31
    13F 174,670 shares
    Change vs previous 13F +55,502 shares

    <0.01% of the 13F portfolio, value $3,325,725.

    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 119,168 shares
    Change vs previous 13F -7,395 shares

    <0.01% of the 13F portfolio, value $1,950,786.

    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 126,563 shares
    Change vs previous 13F +11,279 shares

    <0.01% of the 13F portfolio, value $2,378,111.

    13F-HR 0001214659-25-015924 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).

  5. period ended2025-06-30
    13F 115,284 shares
    Change vs previous 13F +51,258 shares

    <0.01% of the 13F portfolio, value $2,328,729.

    13F-HR 0001214659-25-011234 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).

  6. period ended2025-03-31
    13F 64,026 shares
    Change vs previous 13F -21,810 shares

    <0.01% of the 13F portfolio, value $880,352.

    13F-HR 0001214659-25-006567 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).

  7. period ended2024-12-31
    13F 85,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,017,160.

    13F-HR 0001214659-25-002500 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).