ENVESTNET ASSET MANAGEMENT INC: CHRD position timeline

ENVESTNET ASSET MANAGEMENT INC held 109,545 CHRD 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 109,545 shares

   Change vs previous 13F +514 shares

   <0.01% of the 13F portfolio, value $12,520,967.

   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: 103,818 shares
   • Envestnet Portfolio Solutions, Inc.: 5,727 shares
2. period ended2026-03-31

   13F 109,031 shares

   Change vs previous 13F +17,808 shares

   <0.01% of the 13F portfolio, value $15,501,985.

   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: 103,190 shares
   • Envestnet Portfolio Solutions, Inc.: 5,841 shares

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

3. period ended2025-12-31

   13F 91,223 shares

   Change vs previous 13F +2,632 shares

   <0.01% of the 13F portfolio, value $8,456,379.

   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: 85,373 shares
   • Envestnet Portfolio Solutions, Inc.: 5,850 shares

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

4. period ended2025-09-30

   13F 88,591 shares

   Change vs previous 13F -7,974 shares

   <0.01% of the 13F portfolio, value $8,803,321.

   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: 82,218 shares
   • Envestnet Portfolio Solutions, Inc.: 6,373 shares

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

5. period ended2025-06-30

   13F 96,565 shares

   Change vs previous 13F +10,622 shares

   <0.01% of the 13F portfolio, value $9,352,305.

   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: 89,732 shares
   • Envestnet Portfolio Solutions, Inc.: 6,833 shares

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

6. period ended2025-03-31

   13F 85,943 shares

   Change vs previous 13F -2,478 shares

   <0.01% of the 13F portfolio, value $9,687,407.

   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: 82,984 shares
   • Envestnet Portfolio Solutions, Inc.: 2,959 shares

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

7. period ended2024-12-31

   13F 88,421 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $10,338,238.

   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: 84,711 shares
   • Envestnet Portfolio Solutions, Inc.: 3,710 shares

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