ENVESTNET ASSET MANAGEMENT INC: ESS position timeline

ENVESTNET ASSET MANAGEMENT INC held 53,002 ESS 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 53,002 shares

   Change vs previous 13F +1,966 shares

   <0.01% of the 13F portfolio, value $15,454,956.

   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 51,036 shares

   Change vs previous 13F -1,142 shares

   <0.01% of the 13F portfolio, value $12,350,742.

   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: 51,036 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 52,178 shares

   Change vs previous 13F -3,753 shares

   <0.01% of the 13F portfolio, value $13,653,868.

   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: 51,241 shares
   • Envestnet Portfolio Solutions, Inc.: 937 shares

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

4. period ended2025-09-30

   13F 55,931 shares

   Change vs previous 13F -3,128 shares

   <0.01% of the 13F portfolio, value $14,970,411.

   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: 54,933 shares
   • Envestnet Portfolio Solutions, Inc.: 998 shares

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

5. period ended2025-06-30

   13F 59,059 shares

   Change vs previous 13F +7,057 shares

   <0.01% of the 13F portfolio, value $16,737,395.

   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: 57,991 shares
   • Envestnet Portfolio Solutions, Inc.: 1,068 shares

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

6. period ended2025-03-31

   13F 52,002 shares

   Change vs previous 13F -13,030 shares

   <0.01% of the 13F portfolio, value $15,942,226.

   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: 50,389 shares
   • Envestnet Portfolio Solutions, Inc.: 1,613 shares

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

7. period ended2024-12-31

   13F 65,032 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $18,562,649.

   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: 51,503 shares
   • Envestnet Portfolio Solutions, Inc.: 13,529 shares

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