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ENVESTNET ASSET MANAGEMENT INC: CHTR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 30,472 CHTR 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 30,472 shares
    Change vs previous 13F -12,076 shares

    <0.01% of the 13F portfolio, value $4,333,363.

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

  2. period ended2026-03-31
    13F 42,548 shares
    Change vs previous 13F +23,081 shares

    <0.01% of the 13F portfolio, value $9,185,251.

    13F-HR 0001214659-26-005464 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).

  3. period ended2025-12-31
    13F 19,467 shares
    Change vs previous 13F -4,593 shares

    <0.01% of the 13F portfolio, value $4,063,724.

    13F-HR 0001214659-26-001375 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).

  4. period ended2025-09-30
    13F 24,060 shares
    Change vs previous 13F -7,090 shares

    <0.01% of the 13F portfolio, value $6,619,137.

    13F-HR 0001214659-25-015924 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).

  5. period ended2025-06-30
    13F 31,150 shares
    Change vs previous 13F -2,321 shares

    <0.01% of the 13F portfolio, value $12,734,339.

    13F-HR 0001214659-25-011234 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).

  6. period ended2025-03-31
    13F 33,471 shares
    Change vs previous 13F +4,349 shares

    <0.01% of the 13F portfolio, value $12,334,890.

    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: 33,471 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 29,122 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,981,876.

    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: 27,829 shares
    • Envestnet Portfolio Solutions, Inc.: 1,293 shares

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