ENVESTNET ASSET MANAGEMENT INC: CACC position timeline

ENVESTNET ASSET MANAGEMENT INC held 32,513 CACC 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 32,513 shares

   Change vs previous 13F -2,376 shares

   <0.01% of the 13F portfolio, value $20,702,455.

   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 34,889 shares

   Change vs previous 13F +5,417 shares

   <0.01% of the 13F portfolio, value $14,773,884.

   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: 34,889 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 29,472 shares

   Change vs previous 13F -6,163 shares

   <0.01% of the 13F portfolio, value $13,069,653.

   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: 28,830 shares
   • Envestnet Portfolio Solutions, Inc.: 642 shares

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

4. period ended2025-09-30

   13F 35,635 shares

   Change vs previous 13F +2,410 shares

   <0.01% of the 13F portfolio, value $16,639,051.

   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: 34,990 shares
   • Envestnet Portfolio Solutions, Inc.: 645 shares

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

5. period ended2025-06-30

   13F 33,225 shares

   Change vs previous 13F +2,129 shares

   <0.01% of the 13F portfolio, value $16,925,812.

   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: 32,407 shares
   • Envestnet Portfolio Solutions, Inc.: 818 shares

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

6. period ended2025-03-31

   13F 31,096 shares

   Change vs previous 13F +2,441 shares

   <0.01% of the 13F portfolio, value $16,056,420.

   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: 30,351 shares
   • Envestnet Portfolio Solutions, Inc.: 745 shares

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

7. period ended2024-12-31

   13F 28,655 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $13,452,376.

   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: 27,450 shares
   • Envestnet Portfolio Solutions, Inc.: 1,205 shares

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