ENVESTNET ASSET MANAGEMENT INC: DRI position timeline

ENVESTNET ASSET MANAGEMENT INC held 630,240 DRI 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 630,240 shares

   Change vs previous 13F +134,180 shares

   0.03% of the 13F portfolio, value $129,834,602.

   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: 624,118 shares
   • Envestnet Portfolio Solutions, Inc.: 6,122 shares
2. period ended2026-03-31

   13F 496,060 shares

   Change vs previous 13F +126,934 shares

   0.02% of the 13F portfolio, value $97,247,626.

   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: 493,253 shares
   • Envestnet Portfolio Solutions, Inc.: 2,807 shares

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

3. period ended2025-12-31

   13F 369,126 shares

   Change vs previous 13F +3,015 shares

   0.02% of the 13F portfolio, value $67,926,609.

   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: 349,769 shares
   • Envestnet Portfolio Solutions, Inc.: 19,357 shares

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

4. period ended2025-09-30

   13F 366,111 shares

   Change vs previous 13F -4,555 shares

   0.02% of the 13F portfolio, value $69,692,771.

   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: 337,505 shares
   • Envestnet Portfolio Solutions, Inc.: 28,606 shares

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

5. period ended2025-06-30

   13F 370,666 shares

   Change vs previous 13F -25,706 shares

   0.02% of the 13F portfolio, value $80,793,972.

   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: 339,802 shares
   • Envestnet Portfolio Solutions, Inc.: 30,864 shares

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

6. period ended2025-03-31

   13F 396,372 shares

   Change vs previous 13F -3,226 shares

   0.02% of the 13F portfolio, value $82,350,247.

   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: 361,168 shares
   • Envestnet Portfolio Solutions, Inc.: 35,204 shares

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

7. period ended2024-12-31

   13F 399,598 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $74,600,994.

   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: 358,891 shares
   • Envestnet Portfolio Solutions, Inc.: 40,707 shares

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