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ENVESTNET ASSET MANAGEMENT INC: CGCV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,517,487 CGCV 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 2,517,487 shares
    Change vs previous 13F +351,567 shares

    0.02% of the 13F portfolio, value $82,623,923.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,480,604 shares
    • Envestnet Portfolio Solutions, Inc.: 36,883 shares
  2. period ended2026-03-31
    13F 2,165,920 shares
    Change vs previous 13F +331,085 shares

    0.02% of the 13F portfolio, value $64,566,076.

    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: 2,135,434 shares
    • Envestnet Portfolio Solutions, Inc.: 30,486 shares

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

  3. period ended2025-12-31
    13F 1,834,835 shares
    Change vs previous 13F +220,842 shares

    0.02% of the 13F portfolio, value $55,944,135.

    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: 1,798,458 shares
    • Envestnet Portfolio Solutions, Inc.: 36,377 shares

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

  4. period ended2025-09-30
    13F 1,613,993 shares
    Change vs previous 13F +1,046,793 shares

    0.01% of the 13F portfolio, value $48,597,317.

    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: 1,581,240 shares
    • Envestnet Portfolio Solutions, Inc.: 32,753 shares

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

  5. period ended2025-06-30
    13F 567,200 shares
    Change vs previous 13F +224,680 shares

    <0.01% of the 13F portfolio, value $16,221,932.

    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 342,520 shares
    Change vs previous 13F +322,732 shares

    <0.01% of the 13F portfolio, value $9,287,429.

    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 19,788 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $525,174.

    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).