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ENVESTNET ASSET MANAGEMENT INC: CDX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,923,479 CDX 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 1,923,479 shares
    Change vs previous 13F +184,801 shares

    0.01% of the 13F portfolio, value $40,623,869.

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

    • ENVESTNET ASSET MANAGEMENT INC: 1,655,982 shares
    • Envestnet Portfolio Solutions, Inc.: 267,497 shares
  2. period ended2026-03-31
    13F 1,738,678 shares
    Change vs previous 13F +147,533 shares

    0.01% of the 13F portfolio, value $37,103,376.

    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: 1,496,920 shares
    • Envestnet Portfolio Solutions, Inc.: 241,758 shares

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

  3. period ended2025-12-31
    13F 1,591,145 shares
    Change vs previous 13F +1,423,750 shares

    0.01% of the 13F portfolio, value $35,434,804.

    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: 1,369,552 shares
    • Envestnet Portfolio Solutions, Inc.: 221,593 shares

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

  4. period ended2025-09-30
    13F 167,395 shares
    Change vs previous 13F +97,582 shares

    <0.01% of the 13F portfolio, value $3,835,024.

    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 69,813 shares
    Change vs previous 13F +41,978 shares

    <0.01% of the 13F portfolio, value $1,628,029.

    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 27,835 shares
    Change vs previous 13F -22,571 shares

    <0.01% of the 13F portfolio, value $638,531.

    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 50,406 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,099,355.

    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).