ENVESTNET ASSET MANAGEMENT INC: APAM position timeline

ENVESTNET ASSET MANAGEMENT INC held 124,613 APAM 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 124,613 shares

   Change vs previous 13F +3,086 shares

   <0.01% of the 13F portfolio, value $4,302,871.

   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: 109,294 shares
   • Envestnet Portfolio Solutions, Inc.: 15,319 shares
2. period ended2026-03-31

   13F 121,527 shares

   Change vs previous 13F +4,967 shares

   <0.01% of the 13F portfolio, value $4,422,355.

   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: 105,956 shares
   • Envestnet Portfolio Solutions, Inc.: 15,571 shares

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

3. period ended2025-12-31

   13F 116,560 shares

   Change vs previous 13F -24,646 shares

   <0.01% of the 13F portfolio, value $4,748,660.

   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: 96,177 shares
   • Envestnet Portfolio Solutions, Inc.: 20,383 shares

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

4. period ended2025-09-30

   13F 141,206 shares

   Change vs previous 13F -1,663 shares

   <0.01% of the 13F portfolio, value $6,128,316.

   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: 118,018 shares
   • Envestnet Portfolio Solutions, Inc.: 23,188 shares

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

5. period ended2025-06-30

   13F 142,869 shares

   Change vs previous 13F +18,575 shares

   <0.01% of the 13F portfolio, value $6,333,358.

   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: 117,084 shares
   • Envestnet Portfolio Solutions, Inc.: 25,785 shares

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

6. period ended2025-03-31

   13F 124,294 shares

   Change vs previous 13F +2,296 shares

   <0.01% of the 13F portfolio, value $4,859,898.

   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: 113,244 shares
   • Envestnet Portfolio Solutions, Inc.: 11,050 shares

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

7. period ended2024-12-31

   13F 121,998 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $5,252,020.

   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

   • ENVESTNET ASSET MANAGEMENT INC: 113,451 shares
   • Envestnet Portfolio Solutions, Inc.: 8,547 shares

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