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ENVESTNET ASSET MANAGEMENT INC: CAFX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 3,429,099 CAFX 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 3,429,099 shares
    Change vs previous 13F +13,245 shares

    0.02% of the 13F portfolio, value $84,458,718.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,600,028 shares
    • Envestnet Portfolio Solutions, Inc.: 829,071 shares
  2. period ended2026-03-31
    13F 3,415,854 shares
    Change vs previous 13F -21,204 shares

    0.02% of the 13F portfolio, value $84,730,266.

    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: 2,581,752 shares
    • Envestnet Portfolio Solutions, Inc.: 834,102 shares

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

  3. period ended2025-12-31
    13F 3,437,058 shares
    Change vs previous 13F +57,536 shares

    0.02% of the 13F portfolio, value $85,977,995.

    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: 2,630,253 shares
    • Envestnet Portfolio Solutions, Inc.: 806,805 shares

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

  4. period ended2025-09-30
    13F 3,379,522 shares
    Change vs previous 13F +63,686 shares

    0.02% of the 13F portfolio, value $84,555,635.

    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: 2,679,024 shares
    • Envestnet Portfolio Solutions, Inc.: 700,498 shares

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

  5. period ended2025-06-30
    13F 3,315,836 shares
    Change vs previous 13F +247,671 shares

    0.02% of the 13F portfolio, value $82,696,950.

    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: 2,678,630 shares
    • Envestnet Portfolio Solutions, Inc.: 637,206 shares

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

  6. period ended2025-03-31
    13F 3,068,165 shares
    Change vs previous 13F +130,125 shares

    0.02% of the 13F portfolio, value $76,059,820.

    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: 2,550,138 shares
    • Envestnet Portfolio Solutions, Inc.: 518,027 shares

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

  7. period ended2024-12-31
    13F 2,938,040 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $71,805,690.

    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: 2,496,097 shares
    • Envestnet Portfolio Solutions, Inc.: 441,943 shares

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