ENVESTNET ASSET MANAGEMENT INC: CE position timeline

ENVESTNET ASSET MANAGEMENT INC held 71,943 CE 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 71,943 shares

   Change vs previous 13F +32,471 shares

   <0.01% of the 13F portfolio, value $3,309,362.

   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: 56,592 shares
   • Envestnet Portfolio Solutions, Inc.: 15,351 shares
2. period ended2026-03-31

   13F 39,472 shares

   Change vs previous 13F -9,903 shares

   <0.01% of the 13F portfolio, value $2,596,055.

   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: 20,077 shares
   • Envestnet Portfolio Solutions, Inc.: 19,395 shares

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

3. period ended2025-12-31

   13F 49,375 shares

   Change vs previous 13F -6,960 shares

   <0.01% of the 13F portfolio, value $2,087,580.

   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

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

4. period ended2025-09-30

   13F 56,335 shares

   Change vs previous 13F -18,855 shares

   <0.01% of the 13F portfolio, value $2,370,597.

   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

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

5. period ended2025-06-30

   13F 75,190 shares

   Change vs previous 13F -24,342 shares

   <0.01% of the 13F portfolio, value $4,160,283.

   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: 75,190 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

6. period ended2025-03-31

   13F 99,532 shares

   Change vs previous 13F +2,389 shares

   <0.01% of the 13F portfolio, value $5,650,446.

   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: 71,879 shares
   • Envestnet Portfolio Solutions, Inc.: 27,653 shares

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

7. period ended2024-12-31

   13F 97,143 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $6,723,245.

   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: 92,010 shares
   • Envestnet Portfolio Solutions, Inc.: 5,133 shares

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