ENVESTNET ASSET MANAGEMENT INC: EXE position timeline

ENVESTNET ASSET MANAGEMENT INC held 212,405 EXE 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 212,405 shares

   Change vs previous 13F +21,563 shares

   <0.01% of the 13F portfolio, value $19,368,589.

   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: 204,947 shares
   • Envestnet Portfolio Solutions, Inc.: 7,458 shares
2. period ended2026-03-31

   13F 190,842 shares

   Change vs previous 13F +40,199 shares

   0.01% of the 13F portfolio, value $20,950,710.

   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: 183,016 shares
   • Envestnet Portfolio Solutions, Inc.: 7,826 shares

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

3. period ended2025-12-31

   13F 150,643 shares

   Change vs previous 13F +11,691 shares

   <0.01% of the 13F portfolio, value $16,624,960.

   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: 145,411 shares
   • Envestnet Portfolio Solutions, Inc.: 5,232 shares

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

4. period ended2025-09-30

   13F 138,952 shares

   Change vs previous 13F +14,098 shares

   <0.01% of the 13F portfolio, value $14,762,243.

   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: 133,929 shares
   • Envestnet Portfolio Solutions, Inc.: 5,023 shares

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

5. period ended2025-06-30

   13F 124,854 shares

   Change vs previous 13F -715 shares

   <0.01% of the 13F portfolio, value $14,600,442.

   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: 119,782 shares
   • Envestnet Portfolio Solutions, Inc.: 5,072 shares

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

6. period ended2025-03-31

   13F 125,569 shares

   Change vs previous 13F +10,382 shares

   <0.01% of the 13F portfolio, value $13,978,320.

   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: 121,210 shares
   • Envestnet Portfolio Solutions, Inc.: 4,359 shares

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

7. period ended2024-12-31

   13F 115,187 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $11,466,864.

   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: 107,937 shares
   • Envestnet Portfolio Solutions, Inc.: 7,250 shares

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