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ENVESTNET ASSET MANAGEMENT INC: CASS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 60,938 CASS 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 60,938 shares
    Change vs previous 13F -4,012 shares

    <0.01% of the 13F portfolio, value $3,127,333.

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

  2. period ended2026-03-31
    13F 64,950 shares
    Change vs previous 13F -1,988 shares

    <0.01% of the 13F portfolio, value $2,859,087.

    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 66,938 shares
    Change vs previous 13F -3,933 shares

    <0.01% of the 13F portfolio, value $2,779,258.

    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 70,871 shares
    Change vs previous 13F +1,467 shares

    <0.01% of the 13F portfolio, value $2,787,369.

    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 69,404 shares
    Change vs previous 13F +23,047 shares

    <0.01% of the 13F portfolio, value $3,015,613.

    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 46,357 shares
    Change vs previous 13F -848 shares

    <0.01% of the 13F portfolio, value $2,004,961.

    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 47,205 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,931,156.

    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).