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ENVESTNET ASSET MANAGEMENT INC: CW position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 149,393 CW 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 149,393 shares
    Change vs previous 13F -3,429 shares

    0.03% of the 13F portfolio, value $113,203,997.

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

    • ENVESTNET ASSET MANAGEMENT INC: 148,589 shares
    • Envestnet Portfolio Solutions, Inc.: 804 shares
  2. period ended2026-03-31
    13F 152,822 shares
    Change vs previous 13F +10,975 shares

    0.03% of the 13F portfolio, value $104,089,890.

    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: 152,024 shares
    • Envestnet Portfolio Solutions, Inc.: 798 shares

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

  3. period ended2025-12-31
    13F 141,847 shares
    Change vs previous 13F -14,550 shares

    0.02% of the 13F portfolio, value $78,195,881.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 140,955 shares
    • Envestnet Portfolio Solutions, Inc.: 892 shares

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

  4. period ended2025-09-30
    13F 156,397 shares
    Change vs previous 13F +8,586 shares

    0.02% of the 13F portfolio, value $84,914,150.

    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: 155,644 shares
    • Envestnet Portfolio Solutions, Inc.: 753 shares

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

  5. period ended2025-06-30
    13F 147,811 shares
    Change vs previous 13F -5,511 shares

    0.02% of the 13F portfolio, value $72,212,381.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 146,454 shares
    • Envestnet Portfolio Solutions, Inc.: 1,357 shares

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

  6. period ended2025-03-31
    13F 153,322 shares
    Change vs previous 13F -9,609 shares

    0.01% of the 13F portfolio, value $48,644,556.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 151,292 shares
    • Envestnet Portfolio Solutions, Inc.: 2,030 shares

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

  7. period ended2024-12-31
    13F 162,931 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $57,819,367.

    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: 159,612 shares
    • Envestnet Portfolio Solutions, Inc.: 3,319 shares

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