ENVESTNET ASSET MANAGEMENT INC: ESI position timeline

ENVESTNET ASSET MANAGEMENT INC held 823,043 ESI 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 823,043 shares

   Change vs previous 13F -74,526 shares

   0.01% of the 13F portfolio, value $39,300,305.

   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: 817,595 shares
   • Envestnet Portfolio Solutions, Inc.: 5,448 shares
2. period ended2026-03-31

   13F 897,569 shares

   Change vs previous 13F +74,035 shares

   0.01% of the 13F portfolio, value $30,643,002.

   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: 891,594 shares
   • Envestnet Portfolio Solutions, Inc.: 5,975 shares

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

3. period ended2025-12-31

   13F 823,534 shares

   Change vs previous 13F -78,876 shares

   0.01% of the 13F portfolio, value $20,580,096.

   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: 804,095 shares
   • Envestnet Portfolio Solutions, Inc.: 19,439 shares

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

4. period ended2025-09-30

   13F 902,410 shares

   Change vs previous 13F +34,146 shares

   0.01% of the 13F portfolio, value $22,713,645.

   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: 883,656 shares
   • Envestnet Portfolio Solutions, Inc.: 18,754 shares

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

5. period ended2025-06-30

   13F 868,264 shares

   Change vs previous 13F -219,611 shares

   0.01% of the 13F portfolio, value $19,666,178.

   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: 846,046 shares
   • Envestnet Portfolio Solutions, Inc.: 22,218 shares

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

6. period ended2025-03-31

   13F 1,087,875 shares

   Change vs previous 13F +76,541 shares

   0.01% of the 13F portfolio, value $24,596,853.

   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: 1,064,465 shares
   • Envestnet Portfolio Solutions, Inc.: 23,410 shares

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

7. period ended2024-12-31

   13F 1,011,334 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $25,718,218.

   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: 976,974 shares
   • Envestnet Portfolio Solutions, Inc.: 34,360 shares

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