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ENVESTNET ASSET MANAGEMENT INC: CWI position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 802,257 CWI 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 802,257 shares
    Change vs previous 13F +65,803 shares

    0.01% of the 13F portfolio, value $32,627,779.

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

  2. period ended2026-03-31
    13F 736,454 shares
    Change vs previous 13F +127,631 shares

    0.01% of the 13F portfolio, value $26,946,857.

    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 608,823 shares
    Change vs previous 13F -33,719 shares

    0.01% of the 13F portfolio, value $21,868,914.

    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 642,542 shares
    Change vs previous 13F +24,947 shares

    0.01% of the 13F portfolio, value $22,437,554.

    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 617,595 shares
    Change vs previous 13F +3,637 shares

    0.01% of the 13F portfolio, value $20,170,664.

    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 613,958 shares
    Change vs previous 13F +23,673 shares

    0.01% of the 13F portfolio, value $18,160,870.

    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 590,285 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,492,556.

    13F-HR 0001214659-25-002500 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).