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ENVESTNET ASSET MANAGEMENT INC: CG position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 501,814 CG 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 501,814 shares
    Change vs previous 13F +26,289 shares

    <0.01% of the 13F portfolio, value $21,131,363.

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

    • ENVESTNET ASSET MANAGEMENT INC: 496,560 shares
    • Envestnet Portfolio Solutions, Inc.: 5,254 shares
  2. period ended2026-03-31
    13F 475,525 shares
    Change vs previous 13F +10,717 shares

    0.01% of the 13F portfolio, value $23,010,677.

    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: 471,242 shares
    • Envestnet Portfolio Solutions, Inc.: 4,283 shares

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

  3. period ended2025-12-31
    13F 464,808 shares
    Change vs previous 13F -165,419 shares

    0.01% of the 13F portfolio, value $27,474,826.

    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: 459,370 shares
    • Envestnet Portfolio Solutions, Inc.: 5,438 shares

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

  4. period ended2025-09-30
    13F 630,227 shares
    Change vs previous 13F -10,330 shares

    0.01% of the 13F portfolio, value $39,515,231.

    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: 623,564 shares
    • Envestnet Portfolio Solutions, Inc.: 6,663 shares

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

  5. period ended2025-06-30
    13F 640,557 shares
    Change vs previous 13F +75,788 shares

    0.01% of the 13F portfolio, value $32,924,608.

    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: 633,135 shares
    • Envestnet Portfolio Solutions, Inc.: 7,422 shares

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

  6. period ended2025-03-31
    13F 564,769 shares
    Change vs previous 13F +64,758 shares

    0.01% of the 13F portfolio, value $24,618,255.

    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: 557,575 shares
    • Envestnet Portfolio Solutions, Inc.: 7,194 shares

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

  7. period ended2024-12-31
    13F 500,011 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,245,551.

    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: 487,419 shares
    • Envestnet Portfolio Solutions, Inc.: 12,592 shares

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