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ENVESTNET ASSET MANAGEMENT INC: CGDV position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 22,490,459 CGDV 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 22,490,459 shares
    Change vs previous 13F +1,447,930 shares

    0.25% of the 13F portfolio, value $1,108,329,793.

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

    • ENVESTNET ASSET MANAGEMENT INC: 22,227,674 shares
    • Envestnet Portfolio Solutions, Inc.: 262,785 shares
  2. period ended2026-03-31
    13F 21,042,529 shares
    Change vs previous 13F +1,973,733 shares

    0.23% of the 13F portfolio, value $895,149,177.

    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: 20,802,616 shares
    • Envestnet Portfolio Solutions, Inc.: 239,913 shares

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

  3. period ended2025-12-31
    13F 19,068,796 shares
    Change vs previous 13F +1,477,132 shares

    0.23% of the 13F portfolio, value $832,162,264.

    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: 18,829,604 shares
    • Envestnet Portfolio Solutions, Inc.: 239,192 shares

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

  4. period ended2025-09-30
    13F 17,591,664 shares
    Change vs previous 13F +583,474 shares

    0.2% of the 13F portfolio, value $739,377,634.

    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: 17,388,906 shares
    • Envestnet Portfolio Solutions, Inc.: 202,758 shares

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

  5. period ended2025-06-30
    13F 17,008,190 shares
    Change vs previous 13F +1,222,106 shares

    0.18% of the 13F portfolio, value $671,653,452.

    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: 16,720,692 shares
    • Envestnet Portfolio Solutions, Inc.: 287,498 shares

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

  6. period ended2025-03-31
    13F 15,786,084 shares
    Change vs previous 13F +4,092,592 shares

    0.17% of the 13F portfolio, value $562,616,025.

    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: 15,207,625 shares
    • Envestnet Portfolio Solutions, Inc.: 578,459 shares

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

  7. period ended2024-12-31
    13F 11,693,492 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $412,312,548.

    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: 11,136,141 shares
    • Envestnet Portfolio Solutions, Inc.: 557,351 shares

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