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ENVESTNET ASSET MANAGEMENT INC: CARY position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,311,030 CARY 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 1,311,030 shares
    Change vs previous 13F +767,451 shares

    0.01% of the 13F portfolio, value $27,243,191.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,107,410 shares
    • Envestnet Portfolio Solutions, Inc.: 203,620 shares
  2. period ended2026-03-31
    13F 543,579 shares
    Change vs previous 13F +61,226 shares

    <0.01% of the 13F portfolio, value $11,291,721.

    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 482,353 shares
    Change vs previous 13F -45,939 shares

    <0.01% of the 13F portfolio, value $10,045,246.

    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 528,292 shares
    Change vs previous 13F +169,884 shares

    <0.01% of the 13F portfolio, value $11,046,576.

    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 358,408 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,454,894.

    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).