ENVESTNET ASSET MANAGEMENT INC: DTD position timeline

ENVESTNET ASSET MANAGEMENT INC held 76,971 DTD 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 76,971 shares

   Change vs previous 13F +5,007 shares

   <0.01% of the 13F portfolio, value $7,177,282.

   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

2. period ended2026-03-31

   13F 71,964 shares

   Change vs previous 13F +13,387 shares

   <0.01% of the 13F portfolio, value $6,214,842.

   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

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

3. period ended2025-12-31

   13F 58,577 shares

   Change vs previous 13F -4,736 shares

   <0.01% of the 13F portfolio, value $4,972,028.

   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

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

4. period ended2025-09-30

   13F 63,313 shares

   Change vs previous 13F +5,125 shares

   <0.01% of the 13F portfolio, value $5,318,304.

   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).

5. period ended2025-06-30

   13F 58,188 shares

   Change vs previous 13F +6,371 shares

   <0.01% of the 13F portfolio, value $4,627,125.

   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: 58,188 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

6. period ended2025-03-31

   13F 51,817 shares

   Change vs previous 13F +5,120 shares

   <0.01% of the 13F portfolio, value $3,987,306.

   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: 49,034 shares
   • Envestnet Portfolio Solutions, Inc.: 2,783 shares

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

7. period ended2024-12-31

   13F 46,697 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $3,542,533.

   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).