ENVESTNET ASSET MANAGEMENT INC: CBT position timeline

ENVESTNET ASSET MANAGEMENT INC held 195,742 CBT 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 195,742 shares

   Change vs previous 13F +3,164 shares

   <0.01% of the 13F portfolio, value $17,777,329.

   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: 183,849 shares
   • Envestnet Portfolio Solutions, Inc.: 11,893 shares
2. period ended2026-03-31

   13F 192,578 shares

   Change vs previous 13F +11,710 shares

   <0.01% of the 13F portfolio, value $14,503,033.

   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: 180,781 shares
   • Envestnet Portfolio Solutions, Inc.: 11,797 shares

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

3. period ended2025-12-31

   13F 180,868 shares

   Change vs previous 13F -119,041 shares

   <0.01% of the 13F portfolio, value $11,987,899.

   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: 168,471 shares
   • Envestnet Portfolio Solutions, Inc.: 12,397 shares

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

4. period ended2025-09-30

   13F 299,909 shares

   Change vs previous 13F -4,727 shares

   0.01% of the 13F portfolio, value $22,808,046.

   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: 287,361 shares
   • Envestnet Portfolio Solutions, Inc.: 12,548 shares

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

5. period ended2025-06-30

   13F 304,636 shares

   Change vs previous 13F +856 shares

   0.01% of the 13F portfolio, value $22,847,705.

   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: 290,958 shares
   • Envestnet Portfolio Solutions, Inc.: 13,678 shares

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

6. period ended2025-03-31

   13F 303,780 shares

   Change vs previous 13F -38,694 shares

   0.01% of the 13F portfolio, value $25,256,204.

   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: 299,448 shares
   • Envestnet Portfolio Solutions, Inc.: 4,332 shares

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

7. period ended2024-12-31

   13F 342,474 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $31,271,289.

   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: 335,261 shares
   • Envestnet Portfolio Solutions, Inc.: 7,213 shares

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