ENVESTNET ASSET MANAGEMENT INC: BEN position timeline

ENVESTNET ASSET MANAGEMENT INC held 690,025 BEN 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 690,025 shares

   Change vs previous 13F +80,288 shares

   0.01% of the 13F portfolio, value $22,957,123.

   13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
   Accepted 2026-09-23 19:09:09 UTC, ingested 2026-10-08 03:34:41 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 143,632 shares
   • Envestnet Portfolio Solutions, Inc.: 546,393 shares
2. period ended2026-03-31

   13F 609,737 shares

   Change vs previous 13F -106,396 shares

   <0.01% of the 13F portfolio, value $14,401,990.

   13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 101,466 shares
   • Envestnet Portfolio Solutions, Inc.: 508,271 shares

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

3. period ended2025-12-31

   13F 716,133 shares

   Change vs previous 13F +487,640 shares

   <0.01% of the 13F portfolio, value $17,108,432.

   13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 210,542 shares
   • Envestnet Portfolio Solutions, Inc.: 505,591 shares

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

4. period ended2025-09-30

   13F 228,493 shares

   Change vs previous 13F -90,705 shares

   <0.01% of the 13F portfolio, value $5,285,036.

   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: 228,493 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

5. period ended2025-06-30

   13F 319,198 shares

   Change vs previous 13F -9,476 shares

   <0.01% of the 13F portfolio, value $7,612,858.

   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: 307,841 shares
   • Envestnet Portfolio Solutions, Inc.: 11,357 shares

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

6. period ended2025-03-31

   13F 328,674 shares

   Change vs previous 13F +7,024 shares

   <0.01% of the 13F portfolio, value $6,326,983.

   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: 315,791 shares
   • Envestnet Portfolio Solutions, Inc.: 12,883 shares

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

7. period ended2024-12-31

   13F 321,650 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $6,526,265.

   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: 291,821 shares
   • Envestnet Portfolio Solutions, Inc.: 29,829 shares

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