ENVESTNET ASSET MANAGEMENT INC: EPI position timeline

ENVESTNET ASSET MANAGEMENT INC held 100,792 EPI 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 100,792 shares

   Change vs previous 13F +2,964 shares

   <0.01% of the 13F portfolio, value $4,311,897.

   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: 91,482 shares
   • Envestnet Portfolio Solutions, Inc.: 9,310 shares
2. period ended2026-03-31

   13F 97,828 shares

   Change vs previous 13F -14,778 shares

   <0.01% of the 13F portfolio, value $3,991,393.

   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: 89,206 shares
   • Envestnet Portfolio Solutions, Inc.: 8,622 shares

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

3. period ended2025-12-31

   13F 112,606 shares

   Change vs previous 13F +9,760 shares

   <0.01% of the 13F portfolio, value $5,212,537.

   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: 104,595 shares
   • Envestnet Portfolio Solutions, Inc.: 8,011 shares

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

4. period ended2025-09-30

   13F 102,846 shares

   Change vs previous 13F +10,079 shares

   <0.01% of the 13F portfolio, value $4,545,814.

   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 92,767 shares

   Change vs previous 13F +36,358 shares

   <0.01% of the 13F portfolio, value $4,403,641.

   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

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

6. period ended2025-03-31

   13F 56,409 shares

   Change vs previous 13F -115,213 shares

   <0.01% of the 13F portfolio, value $2,465,620.

   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: 56,409 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

7. period ended2024-12-31

   13F 171,622 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $7,769,321.

   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: 161,304 shares
   • Envestnet Portfolio Solutions, Inc.: 10,318 shares

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