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ENVESTNET ASSET MANAGEMENT INC: CI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 494,692 CI 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 494,692 shares
    Change vs previous 13F +9,043 shares

    0.03% of the 13F portfolio, value $136,376,765.

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

    • ENVESTNET ASSET MANAGEMENT INC: 475,677 shares
    • Envestnet Portfolio Solutions, Inc.: 19,015 shares
  2. period ended2026-03-31
    13F 485,649 shares
    Change vs previous 13F +112,929 shares

    0.03% of the 13F portfolio, value $129,546,861.

    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: 472,619 shares
    • Envestnet Portfolio Solutions, Inc.: 13,030 shares

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

  3. period ended2025-12-31
    13F 372,720 shares
    Change vs previous 13F -51,045 shares

    0.03% of the 13F portfolio, value $102,583,839.

    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: 360,488 shares
    • Envestnet Portfolio Solutions, Inc.: 12,232 shares

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

  4. period ended2025-09-30
    13F 423,765 shares
    Change vs previous 13F -4,119 shares

    0.03% of the 13F portfolio, value $122,150,278.

    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: 409,904 shares
    • Envestnet Portfolio Solutions, Inc.: 13,861 shares

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

  5. period ended2025-06-30
    13F 427,884 shares
    Change vs previous 13F +81,218 shares

    0.04% of the 13F portfolio, value $141,447,520.

    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: 411,313 shares
    • Envestnet Portfolio Solutions, Inc.: 16,571 shares

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

  6. period ended2025-03-31
    13F 346,666 shares
    Change vs previous 13F +22,579 shares

    0.03% of the 13F portfolio, value $114,053,131.

    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: 329,177 shares
    • Envestnet Portfolio Solutions, Inc.: 17,489 shares

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

  7. period ended2024-12-31
    13F 324,087 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $89,493,161.

    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: 299,328 shares
    • Envestnet Portfolio Solutions, Inc.: 24,759 shares

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