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ENVESTNET ASSET MANAGEMENT INC: CGSD position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,214,072 CGSD 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 2,214,072 shares
    Change vs previous 13F +276,725 shares

    0.01% of the 13F portfolio, value $56,968,066.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,195,984 shares
    • Envestnet Portfolio Solutions, Inc.: 18,088 shares
  2. period ended2026-03-31
    13F 1,937,347 shares
    Change vs previous 13F +668,390 shares

    0.01% of the 13F portfolio, value $49,964,189.

    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: 1,920,135 shares
    • Envestnet Portfolio Solutions, Inc.: 17,212 shares

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

  3. period ended2025-12-31
    13F 1,268,957 shares
    Change vs previous 13F -11,707 shares

    0.01% of the 13F portfolio, value $33,005,561.

    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: 1,250,272 shares
    • Envestnet Portfolio Solutions, Inc.: 18,685 shares

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

  4. period ended2025-09-30
    13F 1,280,664 shares
    Change vs previous 13F +232,288 shares

    0.01% of the 13F portfolio, value $33,271,659.

    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: 1,266,820 shares
    • Envestnet Portfolio Solutions, Inc.: 13,844 shares

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

  5. period ended2025-06-30
    13F 1,048,376 shares
    Change vs previous 13F +195,064 shares

    0.01% of the 13F portfolio, value $27,189,618.

    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: 1,035,466 shares
    • Envestnet Portfolio Solutions, Inc.: 12,910 shares

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

  6. period ended2025-03-31
    13F 853,312 shares
    Change vs previous 13F +294,905 shares

    0.01% of the 13F portfolio, value $22,023,971.

    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 558,407 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,317,544.

    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).