ENVESTNET ASSET MANAGEMENT INC: CSW position timeline

ENVESTNET ASSET MANAGEMENT INC held 64,570 CSW 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 64,570 shares

   Change vs previous 13F -2,975 shares

   <0.01% of the 13F portfolio, value $17,969,769.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 63,434 shares
   • Envestnet Portfolio Solutions, Inc.: 1,136 shares
2. period ended2026-03-31

   13F 67,545 shares

   Change vs previous 13F +9,640 shares

   <0.01% of the 13F portfolio, value $17,600,719.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 66,441 shares
   • Envestnet Portfolio Solutions, Inc.: 1,104 shares

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

3. period ended2025-12-31

   13F 57,905 shares

   Change vs previous 13F -8,100 shares

   <0.01% of the 13F portfolio, value $16,996,805.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 56,087 shares
   • Envestnet Portfolio Solutions, Inc.: 1,818 shares

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

4. period ended2025-09-30

   13F 66,005 shares

   Change vs previous 13F +541 shares

   <0.01% of the 13F portfolio, value $16,022,578.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 64,657 shares
   • Envestnet Portfolio Solutions, Inc.: 1,348 shares

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

5. period ended2025-06-30

   13F 65,464 shares

   Change vs previous 13F +3,507 shares

   0.01% of the 13F portfolio, value $18,777,018.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 64,079 shares
   • Envestnet Portfolio Solutions, Inc.: 1,385 shares

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

6. period ended2025-03-31

   13F 61,957 shares

   Change vs previous 13F +7,046 shares

   0.01% of the 13F portfolio, value $18,061,599.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 60,449 shares
   • Envestnet Portfolio Solutions, Inc.: 1,508 shares

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

7. period ended2024-12-31

   13F 54,911 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $19,372,425.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 53,101 shares
   • Envestnet Portfolio Solutions, Inc.: 1,810 shares

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