ENVESTNET ASSET MANAGEMENT INC: DOCU position timeline

ENVESTNET ASSET MANAGEMENT INC held 247,486 DOCU 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 247,486 shares

   Change vs previous 13F +5,042 shares

   <0.01% of the 13F portfolio, value $10,993,336.

   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: 235,619 shares
   • Envestnet Portfolio Solutions, Inc.: 11,867 shares
2. period ended2026-03-31

   13F 242,444 shares

   Change vs previous 13F -75,014 shares

   <0.01% of the 13F portfolio, value $11,494,265.

   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: 230,933 shares
   • Envestnet Portfolio Solutions, Inc.: 11,511 shares

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

3. period ended2025-12-31

   13F 317,458 shares

   Change vs previous 13F -9,053 shares

   0.01% of the 13F portfolio, value $21,714,095.

   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: 305,617 shares
   • Envestnet Portfolio Solutions, Inc.: 11,841 shares

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

4. period ended2025-09-30

   13F 326,511 shares

   Change vs previous 13F +36,476 shares

   0.01% of the 13F portfolio, value $23,538,198.

   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: 312,859 shares
   • Envestnet Portfolio Solutions, Inc.: 13,652 shares

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

5. period ended2025-06-30

   13F 290,035 shares

   Change vs previous 13F +108,671 shares

   0.01% of the 13F portfolio, value $22,590,563.

   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: 281,525 shares
   • Envestnet Portfolio Solutions, Inc.: 8,510 shares

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

6. period ended2025-03-31

   13F 181,364 shares

   Change vs previous 13F -2,024 shares

   <0.01% of the 13F portfolio, value $14,763,007.

   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: 177,232 shares
   • Envestnet Portfolio Solutions, Inc.: 4,132 shares

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

7. period ended2024-12-31

   13F 183,388 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $16,493,913.

   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: 180,054 shares
   • Envestnet Portfolio Solutions, Inc.: 3,334 shares

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