ENVESTNET ASSET MANAGEMENT INC: ERIC position timeline

ENVESTNET ASSET MANAGEMENT INC held 1,268,367 ERIC 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 1,268,367 shares

   Change vs previous 13F +270,651 shares

   <0.01% of the 13F portfolio, value $14,141,636.

   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: 1,250,507 shares
   • Envestnet Portfolio Solutions, Inc.: 17,860 shares
2. period ended2026-03-31

   13F 997,716 shares

   Change vs previous 13F +16,245 shares

   <0.01% of the 13F portfolio, value $11,244,253.

   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: 978,084 shares
   • Envestnet Portfolio Solutions, Inc.: 19,632 shares

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

3. period ended2025-12-31

   13F 981,471 shares

   Change vs previous 13F -122,671 shares

   <0.01% of the 13F portfolio, value $9,471,187.

   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: 951,143 shares
   • Envestnet Portfolio Solutions, Inc.: 30,328 shares

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

4. period ended2025-09-30

   13F 1,104,142 shares

   Change vs previous 13F -196,954 shares

   <0.01% of the 13F portfolio, value $9,131,258.

   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: 1,077,648 shares
   • Envestnet Portfolio Solutions, Inc.: 26,494 shares

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

5. period ended2025-06-30

   13F 1,301,096 shares

   Change vs previous 13F +259,296 shares

   <0.01% of the 13F portfolio, value $11,033,295.

   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: 1,275,046 shares
   • Envestnet Portfolio Solutions, Inc.: 26,050 shares

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

6. period ended2025-03-31

   13F 1,041,800 shares

   Change vs previous 13F -194,601 shares

   <0.01% of the 13F portfolio, value $8,084,364.

   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: 1,019,814 shares
   • Envestnet Portfolio Solutions, Inc.: 21,986 shares

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

7. period ended2024-12-31

   13F 1,236,401 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $9,965,393.

   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: 1,177,361 shares
   • Envestnet Portfolio Solutions, Inc.: 59,040 shares

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