ENVESTNET ASSET MANAGEMENT INC: CASH position timeline

ENVESTNET ASSET MANAGEMENT INC held 94,404 CASH 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 94,404 shares

   Change vs previous 13F +13,172 shares

   <0.01% of the 13F portfolio, value $8,218,827.

   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: 88,352 shares
   • Envestnet Portfolio Solutions, Inc.: 6,052 shares
2. period ended2026-03-31

   13F 81,232 shares

   Change vs previous 13F +33,745 shares

   <0.01% of the 13F portfolio, value $7,248,290.

   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: 75,387 shares
   • Envestnet Portfolio Solutions, Inc.: 5,845 shares

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

3. period ended2025-12-31

   13F 47,487 shares

   Change vs previous 13F +5,149 shares

   <0.01% of the 13F portfolio, value $3,371,587.

   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: 40,972 shares
   • Envestnet Portfolio Solutions, Inc.: 6,515 shares

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

4. period ended2025-09-30

   13F 42,338 shares

   Change vs previous 13F +1,202 shares

   <0.01% of the 13F portfolio, value $3,133,433.

   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: 35,897 shares
   • Envestnet Portfolio Solutions, Inc.: 6,441 shares

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

5. period ended2025-06-30

   13F 41,136 shares

   Change vs previous 13F +6,819 shares

   <0.01% of the 13F portfolio, value $3,254,711.

   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: 34,392 shares
   • Envestnet Portfolio Solutions, Inc.: 6,744 shares

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

6. period ended2025-03-31

   13F 34,317 shares

   Change vs previous 13F +16,255 shares

   <0.01% of the 13F portfolio, value $2,503,400.

   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: 31,314 shares
   • Envestnet Portfolio Solutions, Inc.: 3,003 shares

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

7. period ended2024-12-31

   13F 18,062 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,329,037.

   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: 18,062 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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