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ENVESTNET ASSET MANAGEMENT INC: CLOA position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,239,992 CLOA 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 2,239,992 shares
    Change vs previous 13F -701,699 shares

    0.03% of the 13F portfolio, value $116,277,971.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,017,944 shares
    • Envestnet Portfolio Solutions, Inc.: 222,048 shares
  2. period ended2026-03-31
    13F 2,941,691 shares
    Change vs previous 13F +1,055,031 shares

    0.04% of the 13F portfolio, value $152,482,561.

    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: 2,670,777 shares
    • Envestnet Portfolio Solutions, Inc.: 270,914 shares

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

  3. period ended2025-12-31
    13F 1,886,660 shares
    Change vs previous 13F +564,357 shares

    0.03% of the 13F portfolio, value $97,624,425.

    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: 1,698,310 shares
    • Envestnet Portfolio Solutions, Inc.: 188,350 shares

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

  4. period ended2025-09-30
    13F 1,322,303 shares
    Change vs previous 13F +431,511 shares

    0.02% of the 13F portfolio, value $68,713,496.

    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: 1,220,985 shares
    • Envestnet Portfolio Solutions, Inc.: 101,318 shares

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

  5. period ended2025-06-30
    13F 890,792 shares
    Change vs previous 13F +397,757 shares

    0.01% of the 13F portfolio, value $46,249,942.

    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: 807,340 shares
    • Envestnet Portfolio Solutions, Inc.: 83,452 shares

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

  6. period ended2025-03-31
    13F 493,035 shares
    Change vs previous 13F -521,000 shares

    0.01% of the 13F portfolio, value $25,529,371.

    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: 457,708 shares
    • Envestnet Portfolio Solutions, Inc.: 35,327 shares

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

  7. period ended2024-12-31
    13F 1,014,035 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $52,496,597.

    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: 926,407 shares
    • Envestnet Portfolio Solutions, Inc.: 87,628 shares

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