ENVESTNET ASSET MANAGEMENT INC: AFRM position timeline

ENVESTNET ASSET MANAGEMENT INC held 414,535 AFRM 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 414,535 shares

   Change vs previous 13F +72,764 shares

   0.01% of the 13F portfolio, value $33,804,821.

   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: 410,775 shares
   • Envestnet Portfolio Solutions, Inc.: 3,760 shares
2. period ended2026-03-31

   13F 341,771 shares

   Change vs previous 13F +101,712 shares

   <0.01% of the 13F portfolio, value $15,659,935.

   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: 341,771 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 240,059 shares

   Change vs previous 13F +4,907 shares

   <0.01% of the 13F portfolio, value $17,867,612.

   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: 237,176 shares
   • Envestnet Portfolio Solutions, Inc.: 2,883 shares

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

4. period ended2025-09-30

   13F 235,152 shares

   Change vs previous 13F +38,568 shares

   <0.01% of the 13F portfolio, value $17,184,912.

   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: 235,152 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

5. period ended2025-06-30

   13F 196,584 shares

   Change vs previous 13F -5 shares

   <0.01% of the 13F portfolio, value $13,591,807.

   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: 186,418 shares
   • Envestnet Portfolio Solutions, Inc.: 10,166 shares

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

6. period ended2025-03-31

   13F 196,589 shares

   Change vs previous 13F +178,020 shares

   <0.01% of the 13F portfolio, value $8,883,840.

   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: 184,432 shares
   • Envestnet Portfolio Solutions, Inc.: 12,157 shares

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

7. period ended2024-12-31

   13F 18,569 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,130,852.

   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

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