ENVESTNET ASSET MANAGEMENT INC: BURL position timeline

ENVESTNET ASSET MANAGEMENT INC held 96,974 BURL 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 96,974 shares

   Change vs previous 13F +8,636 shares

   0.01% of the 13F portfolio, value $30,721,394.

   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 88,338 shares

   Change vs previous 13F +9,334 shares

   0.01% of the 13F portfolio, value $28,743,257.

   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: 88,338 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 79,004 shares

   Change vs previous 13F -20,693 shares

   0.01% of the 13F portfolio, value $22,820,310.

   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: 78,169 shares
   • Envestnet Portfolio Solutions, Inc.: 835 shares

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

4. period ended2025-09-30

   13F 99,697 shares

   Change vs previous 13F -9,253 shares

   0.01% of the 13F portfolio, value $25,372,955.

   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: 98,882 shares
   • Envestnet Portfolio Solutions, Inc.: 815 shares

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

5. period ended2025-06-30

   13F 108,950 shares

   Change vs previous 13F -3,166 shares

   0.01% of the 13F portfolio, value $25,346,085.

   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: 107,886 shares
   • Envestnet Portfolio Solutions, Inc.: 1,064 shares

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

6. period ended2025-03-31

   13F 112,116 shares

   Change vs previous 13F -6,902 shares

   0.01% of the 13F portfolio, value $26,720,539.

   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: 110,555 shares
   • Envestnet Portfolio Solutions, Inc.: 1,561 shares

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

7. period ended2024-12-31

   13F 119,018 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $33,927,285.

   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: 115,065 shares
   • Envestnet Portfolio Solutions, Inc.: 3,953 shares

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