ENVESTNET ASSET MANAGEMENT INC: CX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on CX, newest first. How the timeline and the estimate are built.
ENVESTNET ASSET MANAGEMENT INC held 450,254 CX shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.
the latest 13F is the newest step
- period ended2026-06-3013F/A 450,254 sharesChange vs previous 13F -100,945 shares
<0.01% of the 13F portfolio, value $5,403,051.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted , ingested - period ended2026-03-3113F 551,199 sharesChange vs previous 13F -142,237 shares
<0.01% of the 13F portfolio, value $6,305,714.
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: 551,199 shares
- Envestnet Portfolio Solutions, Inc.: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 693,436 sharesChange vs previous 13F -207,014 shares
<0.01% of the 13F portfolio, value $7,967,583.
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: 683,320 shares
- Envestnet Portfolio Solutions, Inc.: 10,116 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 900,450 sharesChange vs previous 13F +134,618 shares
<0.01% of the 13F portfolio, value $8,095,046.
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: 888,542 shares
- Envestnet Portfolio Solutions, Inc.: 11,908 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 765,832 sharesChange vs previous 13F -6,932 shares
<0.01% of the 13F portfolio, value $5,307,214.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 772,764 sharesChange vs previous 13F +42,953 shares
<0.01% of the 13F portfolio, value $4,335,205.
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: 772,764 shares
- Envestnet Portfolio Solutions, Inc.: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 729,811 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $4,116,135.
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: 716,800 shares
- Envestnet Portfolio Solutions, Inc.: 13,011 shares
Acceptance time not in the bulk data set (spec §4.2).