ENVESTNET ASSET MANAGEMENT INC: EXP position timeline

ENVESTNET ASSET MANAGEMENT INC held 93,791 EXP 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 93,791 shares

   Change vs previous 13F +2,578 shares

   <0.01% of the 13F portfolio, value $21,102,363.

   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 91,213 shares

   Change vs previous 13F +4,158 shares

   <0.01% of the 13F portfolio, value $17,280,219.

   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: 91,213 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 87,055 shares

   Change vs previous 13F +6,567 shares

   <0.01% of the 13F portfolio, value $17,992,485.

   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: 85,954 shares
   • Envestnet Portfolio Solutions, Inc.: 1,101 shares

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

4. period ended2025-09-30

   13F 80,488 shares

   Change vs previous 13F +9,956 shares

   0.01% of the 13F portfolio, value $18,757,021.

   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: 79,134 shares
   • Envestnet Portfolio Solutions, Inc.: 1,354 shares

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

5. period ended2025-06-30

   13F 70,532 shares

   Change vs previous 13F -23,436 shares

   <0.01% of the 13F portfolio, value $14,254,816.

   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: 69,205 shares
   • Envestnet Portfolio Solutions, Inc.: 1,327 shares

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

6. period ended2025-03-31

   13F 93,968 shares

   Change vs previous 13F +8,467 shares

   0.01% of the 13F portfolio, value $20,854,248.

   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: 92,328 shares
   • Envestnet Portfolio Solutions, Inc.: 1,640 shares

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

7. period ended2024-12-31

   13F 85,501 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $21,098,386.

   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: 83,283 shares
   • Envestnet Portfolio Solutions, Inc.: 2,218 shares

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