ENVESTNET ASSET MANAGEMENT INC: BOTZ position timeline

ENVESTNET ASSET MANAGEMENT INC held 322,421 BOTZ 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 322,421 shares

   Change vs previous 13F +23,316 shares

   <0.01% of the 13F portfolio, value $12,232,805.

   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 299,105 shares

   Change vs previous 13F +2,650 shares

   <0.01% of the 13F portfolio, value $9,936,259.

   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: 299,105 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 296,455 shares

   Change vs previous 13F +13,034 shares

   <0.01% of the 13F portfolio, value $10,740,556.

   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: 290,718 shares
   • Envestnet Portfolio Solutions, Inc.: 5,737 shares

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

4. period ended2025-09-30

   13F 283,421 shares

   Change vs previous 13F -4,366 shares

   <0.01% of the 13F portfolio, value $10,041,593.

   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: 283,421 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

5. period ended2025-06-30

   13F 287,787 shares

   Change vs previous 13F +20,162 shares

   <0.01% of the 13F portfolio, value $9,396,237.

   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: 263,837 shares
   • Envestnet Portfolio Solutions, Inc.: 23,950 shares

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

6. period ended2025-03-31

   13F 267,625 shares

   Change vs previous 13F +8,559 shares

   <0.01% of the 13F portfolio, value $7,616,607.

   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: 240,747 shares
   • Envestnet Portfolio Solutions, Inc.: 26,878 shares

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

7. period ended2024-12-31

   13F 259,066 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $8,277,178.

   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: 243,318 shares
   • Envestnet Portfolio Solutions, Inc.: 15,748 shares

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