Skip to content

ENVESTNET ASSET MANAGEMENT INC: CFG position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 661,127 CFG 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 661,127 shares
    Change vs previous 13F -107,329 shares

    0.01% of the 13F portfolio, value $46,325,139.

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

    • ENVESTNET ASSET MANAGEMENT INC: 651,960 shares
    • Envestnet Portfolio Solutions, Inc.: 9,167 shares
  2. period ended2026-03-31
    13F 768,456 shares
    Change vs previous 13F +124,469 shares

    0.01% of the 13F portfolio, value $46,084,278.

    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: 759,359 shares
    • Envestnet Portfolio Solutions, Inc.: 9,097 shares

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

  3. period ended2025-12-31
    13F 643,987 shares
    Change vs previous 13F -55,232 shares

    0.01% of the 13F portfolio, value $37,615,211.

    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: 630,812 shares
    • Envestnet Portfolio Solutions, Inc.: 13,175 shares

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

  4. period ended2025-09-30
    13F 699,219 shares
    Change vs previous 13F +141,889 shares

    0.01% of the 13F portfolio, value $37,170,482.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 687,602 shares
    • Envestnet Portfolio Solutions, Inc.: 11,617 shares

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

  5. period ended2025-06-30
    13F 557,330 shares
    Change vs previous 13F -75,712 shares

    0.01% of the 13F portfolio, value $24,939,277.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 546,961 shares
    • Envestnet Portfolio Solutions, Inc.: 10,369 shares

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

  6. period ended2025-03-31
    13F 633,042 shares
    Change vs previous 13F +21,502 shares

    0.01% of the 13F portfolio, value $25,935,739.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 621,321 shares
    • Envestnet Portfolio Solutions, Inc.: 11,721 shares

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

  7. period ended2024-12-31
    13F 611,540 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,760,989.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 594,583 shares
    • Envestnet Portfolio Solutions, Inc.: 16,957 shares

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