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ENVESTNET ASSET MANAGEMENT INC: CURB position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 100,179 CURB 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 100,179 shares
    Change vs previous 13F +35,579 shares

    <0.01% of the 13F portfolio, value $3,045,444.

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

    • ENVESTNET ASSET MANAGEMENT INC: 78,362 shares
    • Envestnet Portfolio Solutions, Inc.: 21,817 shares
  2. period ended2026-03-31
    13F 64,600 shares
    Change vs previous 13F +33,149 shares

    <0.01% of the 13F portfolio, value $1,666,029.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 45,135 shares
    • Envestnet Portfolio Solutions, Inc.: 19,465 shares

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

  3. period ended2025-12-31
    13F 31,451 shares
    Change vs previous 13F -15,043 shares

    <0.01% of the 13F portfolio, value $729,973.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 15,116 shares
    • Envestnet Portfolio Solutions, Inc.: 16,335 shares

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

  4. period ended2025-09-30
    13F 46,494 shares
    Change vs previous 13F +34,384 shares

    <0.01% of the 13F portfolio, value $1,036,813.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 30,265 shares
    • Envestnet Portfolio Solutions, Inc.: 16,229 shares

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

  5. period ended2025-06-30
    13F 12,110 shares
    Change vs previous 13F -791 shares

    <0.01% of the 13F portfolio, value $276,463.

    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 12,901 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,080.

    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).