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ENVESTNET ASSET MANAGEMENT INC: CGSM position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 3,210,358 CGSM 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 3,210,358 shares
    Change vs previous 13F +238,538 shares

    0.02% of the 13F portfolio, value $84,705,298.

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

    • ENVESTNET ASSET MANAGEMENT INC: 3,150,448 shares
    • Envestnet Portfolio Solutions, Inc.: 59,910 shares
  2. period ended2026-03-31
    13F 2,971,820 shares
    Change vs previous 13F +269,280 shares

    0.02% of the 13F portfolio, value $78,099,423.

    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: 2,928,560 shares
    • Envestnet Portfolio Solutions, Inc.: 43,260 shares

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

  3. period ended2025-12-31
    13F 2,702,540 shares
    Change vs previous 13F +491,034 shares

    0.02% of the 13F portfolio, value $71,184,924.

    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: 2,646,975 shares
    • Envestnet Portfolio Solutions, Inc.: 55,565 shares

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

  4. period ended2025-09-30
    13F 2,211,506 shares
    Change vs previous 13F +443,123 shares

    0.02% of the 13F portfolio, value $58,295,304.

    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: 2,161,759 shares
    • Envestnet Portfolio Solutions, Inc.: 49,747 shares

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

  5. period ended2025-06-30
    13F 1,768,383 shares
    Change vs previous 13F +113,275 shares

    0.01% of the 13F portfolio, value $46,119,433.

    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: 1,706,930 shares
    • Envestnet Portfolio Solutions, Inc.: 61,453 shares

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

  6. period ended2025-03-31
    13F 1,655,108 shares
    Change vs previous 13F +100,234 shares

    0.01% of the 13F portfolio, value $43,049,349.

    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: 1,577,626 shares
    • Envestnet Portfolio Solutions, Inc.: 77,482 shares

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

  7. period ended2024-12-31
    13F 1,554,874 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $40,380,067.

    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: 1,467,789 shares
    • Envestnet Portfolio Solutions, Inc.: 87,085 shares

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