ENVESTNET ASSET MANAGEMENT INC: XYZ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 299,941 XYZ 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 299,941 shares
Change vs previous 13F +48,349 shares
0.01% of the 13F portfolio, value $22,794,928.
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: 293,040 shares
- Envestnet Portfolio Solutions, Inc.: 6,901 shares
period ended2026-03-31
13F 251,592 shares
Change vs previous 13F +15,824 shares
<0.01% of the 13F portfolio, value $15,140,776.
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: 245,367 shares
- Envestnet Portfolio Solutions, Inc.: 6,225 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 235,768 shares
Change vs previous 13F -81,763 shares
<0.01% of the 13F portfolio, value $15,346,089.
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: 221,168 shares
- Envestnet Portfolio Solutions, Inc.: 14,600 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 317,531 shares
Change vs previous 13F -12,552 shares
0.01% of the 13F portfolio, value $22,947,961.
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: 236,385 shares
- Envestnet Portfolio Solutions, Inc.: 81,146 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 330,083 shares
Change vs previous 13F -84,946 shares
0.01% of the 13F portfolio, value $22,422,557.
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: 252,552 shares
- Envestnet Portfolio Solutions, Inc.: 77,531 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 415,029 shares
Change vs previous 13F +70,923 shares
0.01% of the 13F portfolio, value $22,548,522.
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: 341,037 shares
- Envestnet Portfolio Solutions, Inc.: 73,992 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 344,106 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $29,245,594.
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: 330,071 shares
- Envestnet Portfolio Solutions, Inc.: 14,035 shares
Acceptance time not in the bulk data set (spec §4.2).