Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: CGMM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 10,618,953 CGMM 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 10,618,953 shares
    Change vs previous 13F +1,380,926 shares

    0.08% of the 13F portfolio, value $350,106,884.

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

    • ENVESTNET ASSET MANAGEMENT INC: 10,481,145 shares
    • Envestnet Portfolio Solutions, Inc.: 137,808 shares
  2. period ended2026-03-31
    13F 9,238,027 shares
    Change vs previous 13F +1,829,478 shares

    0.07% of the 13F portfolio, value $271,228,454.

    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: 9,119,781 shares
    • Envestnet Portfolio Solutions, Inc.: 118,246 shares

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

  3. period ended2025-12-31
    13F 7,408,549 shares
    Change vs previous 13F +2,114,470 shares

    0.06% of the 13F portfolio, value $213,662,568.

    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: 7,301,620 shares
    • Envestnet Portfolio Solutions, Inc.: 106,929 shares

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

  4. period ended2025-09-30
    13F 5,294,079 shares
    Change vs previous 13F +3,422,565 shares

    0.04% of the 13F portfolio, value $150,298,907.

    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: 5,204,921 shares
    • Envestnet Portfolio Solutions, Inc.: 89,158 shares

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

  5. period ended2025-06-30
    13F 1,871,514 shares
    Change vs previous 13F +1,068,811 shares

    0.01% of the 13F portfolio, value $50,306,296.

    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: 1,846,515 shares
    • Envestnet Portfolio Solutions, Inc.: 24,999 shares

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

  6. period ended2025-03-31
    13F 802,703 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,176,574.

    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: 772,624 shares
    • Envestnet Portfolio Solutions, Inc.: 30,079 shares

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