ENVESTNET ASSET MANAGEMENT INC: EFX position timeline

ENVESTNET ASSET MANAGEMENT INC held 303,242 EFX 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 303,242 shares

   Change vs previous 13F -99,582 shares

   0.01% of the 13F portfolio, value $48,130,561.

   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: 301,096 shares
   • Envestnet Portfolio Solutions, Inc.: 2,146 shares
2. period ended2026-03-31

   13F 402,824 shares

   Change vs previous 13F +68,568 shares

   0.02% of the 13F portfolio, value $72,538,316.

   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: 400,003 shares
   • Envestnet Portfolio Solutions, Inc.: 2,821 shares

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

3. period ended2025-12-31

   13F 334,256 shares

   Change vs previous 13F -56,064 shares

   0.02% of the 13F portfolio, value $72,526,818.

   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: 327,414 shares
   • Envestnet Portfolio Solutions, Inc.: 6,842 shares

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

4. period ended2025-09-30

   13F 390,320 shares

   Change vs previous 13F +98,364 shares

   0.03% of the 13F portfolio, value $100,128,936.

   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: 383,441 shares
   • Envestnet Portfolio Solutions, Inc.: 6,879 shares

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

5. period ended2025-06-30

   13F 291,956 shares

   Change vs previous 13F -5,895 shares

   0.02% of the 13F portfolio, value $75,724,659.

   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: 286,094 shares
   • Envestnet Portfolio Solutions, Inc.: 5,862 shares

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

6. period ended2025-03-31

   13F 297,851 shares

   Change vs previous 13F +42 shares

   0.02% of the 13F portfolio, value $72,544,420.

   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: 291,520 shares
   • Envestnet Portfolio Solutions, Inc.: 6,331 shares

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

7. period ended2024-12-31

   13F 297,809 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $75,896,529.

   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: 286,626 shares
   • Envestnet Portfolio Solutions, Inc.: 11,183 shares

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