Skip to content

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

  1. period ended2026-06-30
    13F/A 450,254 shares
    Change 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

  2. period ended2026-03-31
    13F 551,199 shares
    Change 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).

  3. period ended2025-12-31
    13F 693,436 shares
    Change 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).

  4. period ended2025-09-30
    13F 900,450 shares
    Change 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).

  5. period ended2025-06-30
    13F 765,832 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 772,764 shares
    Change 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).

  7. period ended2024-12-31
    13F 729,811 shares
    Change 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).