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ENVESTNET ASSET MANAGEMENT INC: CRS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 127,153 CRS 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 127,153 shares
    Change vs previous 13F +27,218 shares

    0.02% of the 13F portfolio, value $78,433,010.

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

    • ENVESTNET ASSET MANAGEMENT INC: 126,812 shares
    • Envestnet Portfolio Solutions, Inc.: 341 shares
  2. period ended2026-03-31
    13F 99,935 shares
    Change vs previous 13F +15,478 shares

    0.01% of the 13F portfolio, value $39,389,513.

    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 84,457 shares
    Change vs previous 13F +1,893 shares

    0.01% of the 13F portfolio, value $26,590,429.

    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 82,564 shares
    Change vs previous 13F +64,431 shares

    0.01% of the 13F portfolio, value $20,272,832.

    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 18,133 shares
    Change vs previous 13F +1,390 shares

    <0.01% of the 13F portfolio, value $5,011,698.

    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 16,743 shares
    Change vs previous 13F -126 shares

    <0.01% of the 13F portfolio, value $3,033,532.

    13F-HR 0001214659-25-006567 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).

  7. period ended2024-12-31
    13F 16,869 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,862,854.

    13F-HR 0001214659-25-002500 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).