ENVESTNET ASSET MANAGEMENT INC: CFR position timeline

ENVESTNET ASSET MANAGEMENT INC held 266,118 CFR 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 266,118 shares

   Change vs previous 13F -5,338 shares

   0.01% of the 13F portfolio, value $41,120,538.

   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: 264,585 shares
   • Envestnet Portfolio Solutions, Inc.: 1,533 shares
2. period ended2026-03-31

   13F 271,456 shares

   Change vs previous 13F +44,536 shares

   0.01% of the 13F portfolio, value $37,211,144.

   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: 269,891 shares
   • Envestnet Portfolio Solutions, Inc.: 1,565 shares

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

3. period ended2025-12-31

   13F 226,920 shares

   Change vs previous 13F -55,612 shares

   0.01% of the 13F portfolio, value $28,734,865.

   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: 220,289 shares
   • Envestnet Portfolio Solutions, Inc.: 6,631 shares

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

4. period ended2025-09-30

   13F 282,532 shares

   Change vs previous 13F +20,545 shares

   0.01% of the 13F portfolio, value $35,816,572.

   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: 276,117 shares
   • Envestnet Portfolio Solutions, Inc.: 6,415 shares

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

5. period ended2025-06-30

   13F 261,987 shares

   Change vs previous 13F -4,711 shares

   0.01% of the 13F portfolio, value $33,675,754.

   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: 255,334 shares
   • Envestnet Portfolio Solutions, Inc.: 6,653 shares

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

6. period ended2025-03-31

   13F 266,698 shares

   Change vs previous 13F -5,062 shares

   0.01% of the 13F portfolio, value $33,390,585.

   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: 263,272 shares
   • Envestnet Portfolio Solutions, Inc.: 3,426 shares

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

7. period ended2024-12-31

   13F 271,760 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $36,483,772.

   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: 267,670 shares
   • Envestnet Portfolio Solutions, Inc.: 4,090 shares

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