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ENVESTNET ASSET MANAGEMENT INC: CVE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,218,282 CVE 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 1,218,282 shares
    Change vs previous 13F +211,089 shares

    0.01% of the 13F portfolio, value $30,225,577.

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

  2. period ended2026-03-31
    13F 1,007,193 shares
    Change vs previous 13F +405,425 shares

    0.01% of the 13F portfolio, value $26,720,820.

    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 601,768 shares
    Change vs previous 13F -294,732 shares

    <0.01% of the 13F portfolio, value $10,181,910.

    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 896,500 shares
    Change vs previous 13F +46,647 shares

    <0.01% of the 13F portfolio, value $15,231,534.

    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 849,853 shares
    Change vs previous 13F -40,802 shares

    <0.01% of the 13F portfolio, value $11,557,999.

    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 890,655 shares
    Change vs previous 13F +188,982 shares

    <0.01% of the 13F portfolio, value $12,389,010.

    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 701,673 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,630,339.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 701,673 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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