ENVESTNET ASSET MANAGEMENT INC: DOCT position timeline

ENVESTNET ASSET MANAGEMENT INC held 211,243 DOCT 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 211,243 shares

   Change vs previous 13F +53,592 shares

   <0.01% of the 13F portfolio, value $9,860,823.

   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: 211,243 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares
2. period ended2026-03-31

   13F 157,651 shares

   Change vs previous 13F +35,246 shares

   <0.01% of the 13F portfolio, value $6,846,484.

   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: 149,759 shares
   • Envestnet Portfolio Solutions, Inc.: 7,892 shares

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

3. period ended2025-12-31

   13F 122,405 shares

   Change vs previous 13F +39,179 shares

   <0.01% of the 13F portfolio, value $5,421,317.

   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: 114,338 shares
   • Envestnet Portfolio Solutions, Inc.: 8,067 shares

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

4. period ended2025-09-30

   13F 83,226 shares

   Change vs previous 13F +5,691 shares

   <0.01% of the 13F portfolio, value $3,595,622.

   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: 77,856 shares
   • Envestnet Portfolio Solutions, Inc.: 5,370 shares

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

5. period ended2025-06-30

   13F 77,535 shares

   Change vs previous 13F +9,096 shares

   <0.01% of the 13F portfolio, value $3,184,223.

   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: 71,490 shares
   • Envestnet Portfolio Solutions, Inc.: 6,045 shares

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

6. period ended2025-03-31

   13F 68,439 shares

   Change vs previous 13F -28,745 shares

   <0.01% of the 13F portfolio, value $2,624,636.

   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: 62,000 shares
   • Envestnet Portfolio Solutions, Inc.: 6,439 shares

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

7. period ended2024-12-31

   13F 97,184 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $3,826,134.

   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: 89,043 shares
   • Envestnet Portfolio Solutions, Inc.: 8,141 shares

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