ENVESTNET ASSET MANAGEMENT INC: DOW position timeline

ENVESTNET ASSET MANAGEMENT INC held 953,477 DOW 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 953,477 shares

   Change vs previous 13F -235,124 shares

   0.01% of the 13F portfolio, value $26,087,125.

   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: 892,462 shares
   • Envestnet Portfolio Solutions, Inc.: 61,015 shares
2. period ended2026-03-31

   13F 1,188,601 shares

   Change vs previous 13F +315,282 shares

   0.01% of the 13F portfolio, value $49,505,248.

   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: 1,133,970 shares
   • Envestnet Portfolio Solutions, Inc.: 54,631 shares

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

3. period ended2025-12-31

   13F 873,319 shares

   Change vs previous 13F -91,653 shares

   0.01% of the 13F portfolio, value $20,418,202.

   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: 821,660 shares
   • Envestnet Portfolio Solutions, Inc.: 51,659 shares

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

4. period ended2025-09-30

   13F 964,972 shares

   Change vs previous 13F -187,153 shares

   0.01% of the 13F portfolio, value $22,128,899.

   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: 904,334 shares
   • Envestnet Portfolio Solutions, Inc.: 60,638 shares

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

5. period ended2025-06-30

   13F 1,152,125 shares

   Change vs previous 13F -801,436 shares

   0.01% of the 13F portfolio, value $30,508,249.

   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: 1,087,344 shares
   • Envestnet Portfolio Solutions, Inc.: 64,781 shares

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

6. period ended2025-03-31

   13F 1,953,561 shares

   Change vs previous 13F +357,703 shares

   0.02% of the 13F portfolio, value $68,218,366.

   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: 1,856,955 shares
   • Envestnet Portfolio Solutions, Inc.: 96,606 shares

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

7. period ended2024-12-31

   13F 1,595,858 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $64,041,785.

   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: 1,510,662 shares
   • Envestnet Portfolio Solutions, Inc.: 85,196 shares

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