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ENVESTNET ASSET MANAGEMENT INC: CPB position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 284,698 CPB 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 284,698 shares
    Change vs previous 13F +41,040 shares

    <0.01% of the 13F portfolio, value $6,340,218.

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

  2. period ended2026-03-31
    13F 243,658 shares
    Change vs previous 13F -27,111 shares

    <0.01% of the 13F portfolio, value $5,426,252.

    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 270,769 shares
    Change vs previous 13F -17,636 shares

    <0.01% of the 13F portfolio, value $7,546,324.

    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 288,405 shares
    Change vs previous 13F +159,253 shares

    <0.01% of the 13F portfolio, value $9,107,834.

    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 129,152 shares
    Change vs previous 13F +10,152 shares

    <0.01% of the 13F portfolio, value $3,958,503.

    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 119,000 shares
    Change vs previous 13F -33,613 shares

    <0.01% of the 13F portfolio, value $4,750,493.

    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: 119,000 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 152,613 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,391,445.

    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: 139,028 shares
    • Envestnet Portfolio Solutions, Inc.: 13,585 shares

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