ENVESTNET ASSET MANAGEMENT INC: DFNL position timeline

ENVESTNET ASSET MANAGEMENT INC held 169,235 DFNL 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 169,235 shares

   Change vs previous 13F +8,873 shares

   <0.01% of the 13F portfolio, value $8,354,284.

   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: 140,912 shares
   • Envestnet Portfolio Solutions, Inc.: 28,323 shares
2. period ended2026-03-31

   13F 160,362 shares

   Change vs previous 13F +160,362 shares

   <0.01% of the 13F portfolio, value $7,190,642.

   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: 141,855 shares
   • Envestnet Portfolio Solutions, Inc.: 18,507 shares

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

3. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -10,017 shares

   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).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-06-30

   13F 10,017 shares

   Change vs previous 13F -2,036 shares

   <0.01% of the 13F portfolio, value $430,139.

   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

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

5. period ended2025-03-31

   13F 12,053 shares

   Change vs previous 13F -7,000 shares

   <0.01% of the 13F portfolio, value $473,450.

   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

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

6. period ended2024-12-31

   13F 19,053 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $725,737.

   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

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