ENVESTNET ASSET MANAGEMENT INC: EDGI position timeline

ENVESTNET ASSET MANAGEMENT INC held 103,174 EDGI 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 103,174 shares

   Change vs previous 13F +70,950 shares

   <0.01% of the 13F portfolio, value $3,191,810.

   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 32,224 shares

   Change vs previous 13F -93,755 shares

   <0.01% of the 13F portfolio, value $912,912.

   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 125,979 shares

   Change vs previous 13F +21,222 shares

   <0.01% of the 13F portfolio, value $3,575,270.

   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 104,757 shares

   Change vs previous 13F +36,034 shares

   <0.01% of the 13F portfolio, value $2,904,032.

   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 68,723 shares

   Change vs previous 13F +22,092 shares

   <0.01% of the 13F portfolio, value $1,790,424.

   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: 68,723 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

6. period ended2025-03-31

   13F 46,631 shares

   Change vs previous 13F +6,910 shares

   <0.01% of the 13F portfolio, value $1,109,768.

   13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 20,506 shares
   • Envestnet Portfolio Solutions, Inc.: 26,125 shares

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

7. period ended2024-12-31

   13F 39,721 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $907,494.

   13F-HR 0001214659-25-002329 filed by Envestnet Portfolio Solutions, Inc.
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 16,897 shares
   • Envestnet Portfolio Solutions, Inc.: 22,824 shares

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