ENVESTNET ASSET MANAGEMENT INC: CALM position timeline

ENVESTNET ASSET MANAGEMENT INC held 194,912 CALM 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 194,912 shares

   Change vs previous 13F -1,404 shares

   <0.01% of the 13F portfolio, value $15,702,103.

   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: 187,483 shares
   • Envestnet Portfolio Solutions, Inc.: 7,429 shares
2. period ended2026-03-31

   13F 196,316 shares

   Change vs previous 13F +20,862 shares

   <0.01% of the 13F portfolio, value $15,538,419.

   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: 189,204 shares
   • Envestnet Portfolio Solutions, Inc.: 7,112 shares

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

3. period ended2025-12-31

   13F 175,454 shares

   Change vs previous 13F +1,385 shares

   <0.01% of the 13F portfolio, value $13,960,875.

   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: 167,705 shares
   • Envestnet Portfolio Solutions, Inc.: 7,749 shares

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

4. period ended2025-09-30

   13F 174,069 shares

   Change vs previous 13F -1,322 shares

   <0.01% of the 13F portfolio, value $16,379,878.

   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: 168,384 shares
   • Envestnet Portfolio Solutions, Inc.: 5,685 shares

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

5. period ended2025-06-30

   13F 175,391 shares

   Change vs previous 13F +11,133 shares

   <0.01% of the 13F portfolio, value $17,474,235.

   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: 168,533 shares
   • Envestnet Portfolio Solutions, Inc.: 6,858 shares

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

6. period ended2025-03-31

   13F 164,258 shares

   Change vs previous 13F +11,822 shares

   <0.01% of the 13F portfolio, value $14,931,034.

   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: 164,258 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

7. period ended2024-12-31

   13F 152,436 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $15,688,704.

   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: 150,188 shares
   • Envestnet Portfolio Solutions, Inc.: 2,248 shares

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