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ENVESTNET ASSET MANAGEMENT INC: CGMU position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 14,035,209 CGMU 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 14,035,209 shares
    Change vs previous 13F +913,596 shares

    0.09% of the 13F portfolio, value $385,547,179.

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

    • ENVESTNET ASSET MANAGEMENT INC: 13,701,352 shares
    • Envestnet Portfolio Solutions, Inc.: 333,857 shares
  2. period ended2026-03-31
    13F 13,121,613 shares
    Change vs previous 13F +1,750,679 shares

    0.09% of the 13F portfolio, value $356,251,781.

    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: 12,842,029 shares
    • Envestnet Portfolio Solutions, Inc.: 279,584 shares

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

  3. period ended2025-12-31
    13F 11,370,934 shares
    Change vs previous 13F +1,101,877 shares

    0.09% of the 13F portfolio, value $311,336,172.

    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: 11,070,893 shares
    • Envestnet Portfolio Solutions, Inc.: 300,041 shares

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

  4. period ended2025-09-30
    13F 10,269,057 shares
    Change vs previous 13F +1,534,265 shares

    0.07% of the 13F portfolio, value $280,242,548.

    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: 9,998,302 shares
    • Envestnet Portfolio Solutions, Inc.: 270,755 shares

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

  5. period ended2025-06-30
    13F 8,734,792 shares
    Change vs previous 13F +943,272 shares

    0.06% of the 13F portfolio, value $233,131,605.

    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: 8,424,405 shares
    • Envestnet Portfolio Solutions, Inc.: 310,387 shares

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

  6. period ended2025-03-31
    13F 7,791,520 shares
    Change vs previous 13F +513,034 shares

    0.06% of the 13F portfolio, value $208,968,565.

    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: 7,406,932 shares
    • Envestnet Portfolio Solutions, Inc.: 384,588 shares

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

  7. period ended2024-12-31
    13F 7,278,486 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $195,936,846.

    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: 6,820,215 shares
    • Envestnet Portfolio Solutions, Inc.: 458,271 shares

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