Skip to content
Disclosery

ENVESTNET ASSET MANAGEMENT INC: CWS position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 4,588 CWS 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 4,588 shares
    Change vs previous 13F -1,856 shares

    <0.01% of the 13F portfolio, value $312,872.

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

  2. period ended2026-03-31
    13F 6,444 shares
    Change vs previous 13F -5,518 shares

    <0.01% of the 13F portfolio, value $417,310.

    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 11,962 shares
    Change vs previous 13F +861 shares

    <0.01% of the 13F portfolio, value $822,144.

    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 11,101 shares
    Change vs previous 13F +641 shares

    <0.01% of the 13F portfolio, value $761,885.

    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 10,460 shares
    Change vs previous 13F -217 shares

    <0.01% of the 13F portfolio, value $732,257.

    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 10,677 shares
    Change vs previous 13F -2,566 shares

    <0.01% of the 13F portfolio, value $698,999.

    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: 10,677 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 13,243 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $857,732.

    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: 9,020 shares
    • Envestnet Portfolio Solutions, Inc.: 4,223 shares

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