ENVESTNET ASSET MANAGEMENT INC: CWB position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,010,239 CWB shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 2,010,239 shares
Change vs previous 13F +1,558,471 shares
0.05% of the 13F portfolio, value $216,743,983.
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: 2,004,950 shares
- Envestnet Portfolio Solutions, Inc.: 5,289 shares
period ended2026-03-31
13F 451,768 shares
Change vs previous 13F -1,816,996 shares
0.01% of the 13F portfolio, value $41,345,811.
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: 449,359 shares
- Envestnet Portfolio Solutions, Inc.: 2,409 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,268,764 shares
Change vs previous 13F -159,456 shares
0.06% of the 13F portfolio, value $202,373,782.
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: 2,228,445 shares
- Envestnet Portfolio Solutions, Inc.: 40,319 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,428,220 shares
Change vs previous 13F -4,593 shares
0.06% of the 13F portfolio, value $219,753,910.
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: 2,408,717 shares
- Envestnet Portfolio Solutions, Inc.: 19,503 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,432,813 shares
Change vs previous 13F -83,686 shares
0.05% of the 13F portfolio, value $201,096,316.
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: 2,405,004 shares
- Envestnet Portfolio Solutions, Inc.: 27,809 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,516,499 shares
Change vs previous 13F -143,875 shares
0.06% of the 13F portfolio, value $192,814,209.
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: 2,424,376 shares
- Envestnet Portfolio Solutions, Inc.: 92,123 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,660,374 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $207,216,514.
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: 2,573,660 shares
- Envestnet Portfolio Solutions, Inc.: 86,714 shares
Acceptance time not in the bulk data set (spec §4.2).