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ENVESTNET ASSET MANAGEMENT INC: CPF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 16,907 CPF 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 16,907 shares
    Change vs previous 13F +1,874 shares

    <0.01% of the 13F portfolio, value $645,847.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

  2. period ended2026-03-31
    13F 15,033 shares
    Change vs previous 13F -1,554 shares

    <0.01% of the 13F portfolio, value $480,455.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, 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 16,587 shares
    Change vs previous 13F -393 shares

    <0.01% of the 13F portfolio, value $516,851.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, 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 16,980 shares
    Change vs previous 13F -842 shares

    <0.01% of the 13F portfolio, value $515,173.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, 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 17,822 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $499,551.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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