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ENVESTNET ASSET MANAGEMENT INC: CGMS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 9,189,884 CGMS 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 9,189,884 shares
    Change vs previous 13F +1,281,417 shares

    0.06% of the 13F portfolio, value $251,159,526.

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

    • ENVESTNET ASSET MANAGEMENT INC: 9,076,177 shares
    • Envestnet Portfolio Solutions, Inc.: 113,707 shares
  2. period ended2026-03-31
    13F 7,908,467 shares
    Change vs previous 13F +1,484,263 shares

    0.05% of the 13F portfolio, value $215,347,566.

    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: 7,816,803 shares
    • Envestnet Portfolio Solutions, Inc.: 91,664 shares

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

  3. period ended2025-12-31
    13F 6,424,204 shares
    Change vs previous 13F +926,402 shares

    0.05% of the 13F portfolio, value $177,436,511.

    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: 6,295,507 shares
    • Envestnet Portfolio Solutions, Inc.: 128,697 shares

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

  4. period ended2025-09-30
    13F 5,497,802 shares
    Change vs previous 13F +1,203,928 shares

    0.04% of the 13F portfolio, value $152,563,998.

    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: 5,400,596 shares
    • Envestnet Portfolio Solutions, Inc.: 97,206 shares

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

  5. period ended2025-06-30
    13F 4,293,874 shares
    Change vs previous 13F +503,313 shares

    0.03% of the 13F portfolio, value $118,596,812.

    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: 4,244,651 shares
    • Envestnet Portfolio Solutions, Inc.: 49,223 shares

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

  6. period ended2025-03-31
    13F 3,790,561 shares
    Change vs previous 13F +670,503 shares

    0.03% of the 13F portfolio, value $103,482,314.

    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: 3,636,850 shares
    • Envestnet Portfolio Solutions, Inc.: 153,711 shares

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

  7. period ended2024-12-31
    13F 3,120,058 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $85,115,191.

    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: 2,993,651 shares
    • Envestnet Portfolio Solutions, Inc.: 126,407 shares

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