ENVESTNET ASSET MANAGEMENT INC: AVTR position timeline

ENVESTNET ASSET MANAGEMENT INC held 640,486 AVTR 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 640,486 shares

   Change vs previous 13F +239,654 shares

   <0.01% of the 13F portfolio, value $6,340,813.

   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

2. period ended2026-03-31

   13F 400,832 shares

   Change vs previous 13F -257,148 shares

   <0.01% of the 13F portfolio, value $3,142,524.

   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

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

3. period ended2025-12-31

   13F 657,980 shares

   Change vs previous 13F -231,356 shares

   <0.01% of the 13F portfolio, value $7,540,453.

   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

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

4. period ended2025-09-30

   13F 889,336 shares

   Change vs previous 13F +113,475 shares

   <0.01% of the 13F portfolio, value $11,098,913.

   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: 889,336 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

5. period ended2025-06-30

   13F 775,861 shares

   Change vs previous 13F +76,635 shares

   <0.01% of the 13F portfolio, value $10,443,082.

   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: 757,056 shares
   • Envestnet Portfolio Solutions, Inc.: 18,805 shares

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

6. period ended2025-03-31

   13F 699,226 shares

   Change vs previous 13F +21,269 shares

   <0.01% of the 13F portfolio, value $11,334,454.

   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: 682,325 shares
   • Envestnet Portfolio Solutions, Inc.: 16,901 shares

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

7. period ended2024-12-31

   13F 677,957 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $14,284,545.

   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: 638,252 shares
   • Envestnet Portfolio Solutions, Inc.: 39,705 shares

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