ENVESTNET ASSET MANAGEMENT INC: BMO position timeline

ENVESTNET ASSET MANAGEMENT INC held 67,031 BMO 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 67,031 shares

   Change vs previous 13F -209,086 shares

   <0.01% of the 13F portfolio, value $11,844,339.

   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: 67,031 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares
2. period ended2026-03-31

   13F 276,117 shares

   Change vs previous 13F -68,782 shares

   0.01% of the 13F portfolio, value $37,369,615.

   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: 270,468 shares
   • Envestnet Portfolio Solutions, Inc.: 5,649 shares

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

3. period ended2025-12-31

   13F 344,899 shares

   Change vs previous 13F -105,950 shares

   0.01% of the 13F portfolio, value $44,764,481.

   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: 331,169 shares
   • Envestnet Portfolio Solutions, Inc.: 13,730 shares

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

4. period ended2025-09-30

   13F 450,849 shares

   Change vs previous 13F -19,692 shares

   0.02% of the 13F portfolio, value $58,723,146.

   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: 433,452 shares
   • Envestnet Portfolio Solutions, Inc.: 17,397 shares

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

5. period ended2025-06-30

   13F 470,541 shares

   Change vs previous 13F -10,966 shares

   0.01% of the 13F portfolio, value $52,055,994.

   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: 453,070 shares
   • Envestnet Portfolio Solutions, Inc.: 17,471 shares

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

6. period ended2025-03-31

   13F 481,507 shares

   Change vs previous 13F +1,175 shares

   0.01% of the 13F portfolio, value $45,988,700.

   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: 464,123 shares
   • Envestnet Portfolio Solutions, Inc.: 17,384 shares

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

7. period ended2024-12-31

   13F 480,332 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $46,616,186.

   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: 460,720 shares
   • Envestnet Portfolio Solutions, Inc.: 19,612 shares

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