ENVESTNET ASSET MANAGEMENT INC: COO position timeline

ENVESTNET ASSET MANAGEMENT INC held 896,867 COO 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 896,867 shares

   Change vs previous 13F +17,617 shares

   0.01% of the 13F portfolio, value $64,314,301.

   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: 889,815 shares
   • Envestnet Portfolio Solutions, Inc.: 7,052 shares
2. period ended2026-03-31

   13F 879,250 shares

   Change vs previous 13F +170,602 shares

   0.02% of the 13F portfolio, value $62,866,360.

   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: 871,832 shares
   • Envestnet Portfolio Solutions, Inc.: 7,418 shares

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

3. period ended2025-12-31

   13F 708,648 shares

   Change vs previous 13F +50,781 shares

   0.02% of the 13F portfolio, value $58,080,815.

   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: 699,390 shares
   • Envestnet Portfolio Solutions, Inc.: 9,258 shares

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

4. period ended2025-09-30

   13F 657,867 shares

   Change vs previous 13F -13,083 shares

   0.01% of the 13F portfolio, value $45,103,387.

   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: 647,807 shares
   • Envestnet Portfolio Solutions, Inc.: 10,060 shares

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

5. period ended2025-06-30

   13F 670,950 shares

   Change vs previous 13F +1,779 shares

   0.01% of the 13F portfolio, value $47,744,813.

   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: 644,569 shares
   • Envestnet Portfolio Solutions, Inc.: 26,381 shares

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

6. period ended2025-03-31

   13F 669,171 shares

   Change vs previous 13F -35,554 shares

   0.02% of the 13F portfolio, value $56,444,575.

   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: 642,247 shares
   • Envestnet Portfolio Solutions, Inc.: 26,924 shares

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

7. period ended2024-12-31

   13F 704,725 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $64,785,424.

   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: 672,389 shares
   • Envestnet Portfolio Solutions, Inc.: 32,336 shares

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