ENVESTNET ASSET MANAGEMENT INC: FDD position timeline

ENVESTNET ASSET MANAGEMENT INC held 432,605 FDD 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 432,605 shares

   Change vs previous 13F +18,039 shares

   <0.01% of the 13F portfolio, value $8,024,822.

   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: 390,954 shares
   • Envestnet Portfolio Solutions, Inc.: 41,651 shares
2. period ended2026-03-31

   13F 414,566 shares

   Change vs previous 13F +16,963 shares

   <0.01% of the 13F portfolio, value $7,383,427.

   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: 372,123 shares
   • Envestnet Portfolio Solutions, Inc.: 42,443 shares

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

3. period ended2025-12-31

   13F 397,603 shares

   Change vs previous 13F +49,430 shares

   <0.01% of the 13F portfolio, value $6,958,054.

   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: 342,607 shares
   • Envestnet Portfolio Solutions, Inc.: 54,996 shares

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

4. period ended2025-09-30

   13F 348,173 shares

   Change vs previous 13F +44,959 shares

   <0.01% of the 13F portfolio, value $5,623,001.

   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: 302,988 shares
   • Envestnet Portfolio Solutions, Inc.: 45,185 shares

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

5. period ended2025-06-30

   13F 303,214 shares

   Change vs previous 13F +89,796 shares

   <0.01% of the 13F portfolio, value $4,711,945.

   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: 255,278 shares
   • Envestnet Portfolio Solutions, Inc.: 47,936 shares

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

6. period ended2025-03-31

   13F 213,418 shares

   Change vs previous 13F +1,908 shares

   <0.01% of the 13F portfolio, value $2,896,089.

   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: 161,728 shares
   • Envestnet Portfolio Solutions, Inc.: 51,690 shares

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

7. period ended2024-12-31

   13F 211,510 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $2,380,882.

   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: 157,615 shares
   • Envestnet Portfolio Solutions, Inc.: 53,895 shares

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