ENVESTNET ASSET MANAGEMENT INC: CUBI position timeline

ENVESTNET ASSET MANAGEMENT INC held 64,202 CUBI 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 64,202 shares

   Change vs previous 13F +9,132 shares

   <0.01% of the 13F portfolio, value $5,078,396.

   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: 57,098 shares
   • Envestnet Portfolio Solutions, Inc.: 7,104 shares
2. period ended2026-03-31

   13F 55,070 shares

   Change vs previous 13F +10,524 shares

   <0.01% of the 13F portfolio, value $3,822,427.

   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: 48,427 shares
   • Envestnet Portfolio Solutions, Inc.: 6,643 shares

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

3. period ended2025-12-31

   13F 44,546 shares

   Change vs previous 13F +10,728 shares

   <0.01% of the 13F portfolio, value $3,257,223.

   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: 37,832 shares
   • Envestnet Portfolio Solutions, Inc.: 6,714 shares

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

4. period ended2025-09-30

   13F 33,818 shares

   Change vs previous 13F +4,374 shares

   <0.01% of the 13F portfolio, value $2,210,700.

   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: 27,013 shares
   • Envestnet Portfolio Solutions, Inc.: 6,805 shares

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

5. period ended2025-06-30

   13F 29,444 shares

   Change vs previous 13F +10,369 shares

   <0.01% of the 13F portfolio, value $1,729,556.

   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: 22,328 shares
   • Envestnet Portfolio Solutions, Inc.: 7,116 shares

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

6. period ended2025-03-31

   13F 19,075 shares

   Change vs previous 13F +1,298 shares

   <0.01% of the 13F portfolio, value $957,578.

   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

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

7. period ended2024-12-31

   13F 17,777 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $865,397.

   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

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