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ENVESTNET ASSET MANAGEMENT INC: CC position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 59,841 CC 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 59,841 shares
    Change vs previous 13F +5,526 shares

    <0.01% of the 13F portfolio, value $1,227,939.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 24,463 shares
    • Envestnet Portfolio Solutions, Inc.: 35,378 shares
  2. period ended2026-03-31
    13F 54,315 shares
    Change vs previous 13F +35,973 shares

    <0.01% of the 13F portfolio, value $1,196,557.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 19,092 shares
    • Envestnet Portfolio Solutions, Inc.: 35,223 shares

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

  3. period ended2025-12-31
    13F 18,342 shares
    Change vs previous 13F +2,985 shares

    <0.01% of the 13F portfolio, value $216,255.

    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 15,357 shares
    Change vs previous 13F +15,357 shares

    <0.01% of the 13F portfolio, value $243,260.

    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 0 shares
    Change vs previous 13F -13,606 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 13,606 shares
    Change vs previous 13F +13,606 shares

    <0.01% of the 13F portfolio, value $184,094.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.