Envestnet Portfolio Solutions, Inc. SEC EDGAR Filings (CIK 0001998033)

SEC EDGAR filings, ownership reports, and insider transactions for Envestnet Portfolio Solutions, Inc..

Business address
222 N. Lasalle St., Suite 625, Chicago, IL, 60601
Top securities (13F)
IVV, IWY, VOO, APUE, IEMG, VO, IEFA, AGG, VEA, IWX, IUSB, IVE, EFV, DYNF, BNDX, APCB, APIE, IVW, IWS, and BSV
Fiscal year end
31 December
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Envestnet Portfolio Solutions, Inc. has filed 12 SEC EDGAR filings since 13 Nov 2023

Latest Filings

Recent SEC filings for Envestnet Portfolio Solutions, Inc. including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2026 31 Dec 2025 028-23431
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2025 30 Sep 2025 028-23431
N-PX Open N-PX document View SEC filing for N-PX 02 Sep 2025 30 Jun 2025 028-23431
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2025 30 Jun 2025 028-23431
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2025 31 Mar 2025 028-23431
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2025 31 Dec 2024 028-23431
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2024 30 Sep 2024 028-23431
N-PX Open N-PX document View SEC filing for N-PX 30 Aug 2024 30 Jun 2024 028-23431
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2024 30 Jun 2024 028-23431
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2024 31 Mar 2024 028-23431
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2024 31 Dec 2023 028-23431
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2023 30 Sep 2023 028-23431

About this filer

Envestnet Portfolio Solutions, Inc. files with the SEC under CIK 0001998033. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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